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 | $164,995 | $154,117+7.1% | $129,995+26.9% | $139,434+18.3% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 24.35% | 32.48%-8.1pp | -137.18%+161.5pp | 372.94%-348.6pp |
| Employer contribution / active EE | $2,137 | $5,289-59.6% | $4,320-50.5% | $4,751-55.0% |
| Participant deferral / active EE | $4,129 | $6,710-38.5% | $5,820-29.1% | $6,710-38.5% |
| Admin fee / account holder | $69 | $14,007-99.5% | $10,614-99.3% | $11,403-99.4% |