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 | $149,740 | $198,466-24.6% | $170,442-12.1% | $147,584+1.5% |
| Participation rate | 81.0% | 88.0%-7.0pp | 83.6%-2.6pp | 82.8%-1.9pp |
| Annual return | 16.79% | 257.29%-240.5pp | 205.93%-189.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,070 | $6,184-66.5% | $5,433-61.9% | $4,876-57.6% |
| Participant deferral / active EE | $8,042 | $5,629+42.9% | $4,939+62.8% | $5,439+47.9% |
| Admin fee / account holder | $298 | $16,852-98.2% | $13,880-97.9% | $10,885-97.3% |