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 | $178,529 | $209,411-14.7% | $178,4900% | $158,922+12.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.28% | 188.75%-176.5pp | 151.07%-138.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,691 | $5,706-70.4% | $5,011-66.2% | $4,761-64.5% |
| Participant deferral / active EE | $7,355 | $5,954+23.5% | $5,202+41.4% | $5,982+22.9% |
| Admin fee / account holder | $25 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |