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 | $131,480 | $198,466-33.8% | $170,442-22.9% | $147,584-10.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.24% | 257.29%-241.1pp | 205.93%-189.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,497 | $6,184-43.5% | $5,433-35.6% | $4,876-28.3% |
| Participant deferral / active EE | $14,063 | $5,629+149.8% | $4,939+184.7% | $5,439+158.6% |
| Admin fee / account holder | $257 | $16,852-98.5% | $13,880-98.1% | $10,885-97.6% |