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 | $151,604 | $104,974+44.4% | $95,585+58.6% | $142,382+6.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 18.84% | 210.33%-191.5pp | 38.56%-19.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $970 | $2,779-65.1% | $2,527-61.6% | $4,299-77.4% |
| Participant deferral / active EE | $7,048 | $4,352+62.0% | $4,023+75.2% | $6,507+8.3% |
| Admin fee / account holder | $20 | $6,386-99.7% | $6,127-99.7% | $12,624-99.8% |