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 | $157,895 | $209,411-24.6% | $178,490-11.5% | $158,922-0.6% |
| Participation rate | 73.9% | 86.3%-12.4pp | 81.9%-8.0pp | 82.0%-8.0pp |
| Annual return | 18.67% | 188.75%-170.1pp | 151.07%-132.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,479 | $5,706-56.6% | $5,011-50.5% | $4,761-47.9% |
| Participant deferral / active EE | $6,047 | $5,954+1.6% | $5,202+16.3% | $5,982+1.1% |
| Admin fee / account holder | $178 | $17,074-99.0% | $13,984-98.7% | $11,246-98.4% |