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 | $141,561 | $74,888+89.0% | $71,209+98.8% | $142,382-0.6% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 19.69% | 345.14%-325.5pp | 282.51%-262.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,244 | $2,854-21.4% | $2,721-17.5% | $4,299-47.8% |
| Participant deferral / active EE | $3,387 | $4,454-24.0% | $4,175-18.9% | $6,507-47.9% |
| Admin fee / account holder | $13 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |