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 | $97,653 | $183,519-46.8% | $155,509-37.2% | $145,922-33.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.17% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,544 | $5,313-70.9% | $4,672-67.0% | $4,660-66.9% |
| Participant deferral / active EE | $3,643 | $6,462-43.6% | $5,626-35.2% | $6,688-45.5% |
| Admin fee / account holder | $258 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |