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 | $208,097 | $115,770+79.8% | $101,248+105.5% | $158,922+30.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 10.67% | 56.14%-45.5pp | 46.47%-35.8pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,820 | $4,175-56.4% | $3,660-50.3% | $4,761-61.8% |
| Participant deferral / active EE | $12,025 | $4,957+142.6% | $4,370+175.2% | $5,982+101.0% |
| Admin fee / account holder | $100 | $7,245-98.6% | $5,945-98.3% | $11,246-99.1% |