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 | $102,488 | $114,047-10.1% | $96,139+6.6% | $167,490-38.8% |
| Participation rate | 73.7% | 75.1%-1.4pp | 68.4%+5.2pp | 82.1%-8.4pp |
| Annual return | 19.27% | 189.88%-170.6pp | 191.94%-172.7pp | 478.56%-459.3pp |
| Employer contribution / active EE | $1,270 | $3,427-62.9% | $2,797-54.6% | $4,837-73.7% |
| Participant deferral / active EE | $2,912 | $5,194-43.9% | $4,349-33.0% | $6,341-54.1% |
| Admin fee / account holder | $51 | $6,897-99.3% | $5,537-99.1% | $12,309-99.6% |