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 | $162,192 | $104,974+54.5% | $95,585+69.7% | $142,382+13.9% |
| Participation rate | 81.3% | 75.0%+6.3pp | 72.1%+9.2pp | 80.1%+1.1pp |
| Annual return | 13.13% | 210.33%-197.2pp | 38.56%-25.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $813 | $2,779-70.8% | $2,527-67.8% | $4,299-81.1% |
| Participant deferral / active EE | $5,289 | $4,352+21.5% | $4,023+31.5% | $6,507-18.7% |
| Admin fee / account holder | $18 | $6,386-99.7% | $6,127-99.7% | $12,624-99.9% |