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 | $241,344 | $133,958+80.2% | $112,228+115.0% | $134,475+79.5% |
| Participation rate | 70.6% | 78.6%-8.0pp | 75.1%-4.5pp | 81.2%-10.6pp |
| Annual return | 7.68% | 47.11%-39.4pp | 27.45%-19.8pp | 417.96%-410.3pp |
| Employer contribution / active EE | $1,445 | $4,038-64.2% | $3,635-60.2% | $4,740-69.5% |
| Participant deferral / active EE | $3,557 | $5,291-32.8% | $4,728-24.8% | $6,400-44.4% |
| Admin fee / account holder | $71 | $7,489-99.1% | $6,410-98.9% | $11,426-99.4% |