See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,375 | $217,402-41.0% | $185,823-30.9% | $167,490-23.4% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 17.45% | 148.36%-130.9pp | 122.05%-104.6pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,671 | $5,873-54.5% | $5,167-48.3% | $4,837-44.8% |
| Participant deferral / active EE | $4,476 | $6,356-29.6% | $5,568-19.6% | $6,341-29.4% |
| Admin fee / account holder | $68 | $19,811-99.7% | $16,237-99.6% | $12,309-99.4% |