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 | $131,088 | $84,696+54.8% | $75,696+73.2% | $167,490-21.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.8%+5.2pp | 82.1%-2.1pp |
| Annual return | 15.20% | 199.36%-184.2pp | 104.53%-89.3pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,461 | $3,230-54.8% | $2,743-46.7% | $4,837-69.8% |
| Participant deferral / active EE | $4,339 | $4,580-5.3% | $3,821+13.5% | $6,341-31.6% |
| Admin fee / account holder | $26 | $5,355-99.5% | $3,619-99.3% | $12,309-99.8% |