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 | $233,847 | $74,888+212.3% | $71,209+228.4% | $142,382+64.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 17.50% | 345.14%-327.6pp | 282.51%-265.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $424 | $2,854-85.2% | $2,721-84.4% | $4,299-90.1% |
| Participant deferral / active EE | $3,092 | $4,454-30.6% | $4,175-25.9% | $6,507-52.5% |
| Admin fee / account holder | $122 | $5,568-97.8% | $5,349-97.7% | $12,624-99.0% |