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 | $130,559 | $96,305+35.6% | $80,569+62.0% | $139,434-6.4% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 11.72% | 1350.08%-1338.4pp | 935.43%-923.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,741 | $3,262-16.0% | $2,723+0.6% | $4,751-42.3% |
| Participant deferral / active EE | $8,491 | $5,232+62.3% | $4,447+90.9% | $6,710+26.5% |
| Admin fee / account holder | $42 | $6,599-99.4% | $5,377-99.2% | $11,403-99.6% |