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 | $118,870 | $118,8490% | $96,562+23.1% | $167,490-29.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.25% | 50.49%-41.2pp | 37.78%-28.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $817 | $3,120-73.8% | $2,356-65.3% | $4,837-83.1% |
| Participant deferral / active EE | $3,163 | $4,616-31.5% | $3,849-17.8% | $6,341-50.1% |
| Admin fee / account holder | $178 | $8,065-97.8% | $6,181-97.1% | $12,309-98.6% |