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 | $152,087 | $112,096+35.7% | $95,952+58.5% | $158,922-4.3% |
| Participation rate | 73.7% | 79.0%-5.3pp | 77.1%-3.4pp | 82.0%-8.3pp |
| Annual return | 17.05% | 171.09%-154.0pp | 91.61%-74.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,757 | $3,198-45.1% | $2,541-30.9% | $4,761-63.1% |
| Participant deferral / active EE | $4,665 | $4,784-2.5% | $4,167+12.0% | $5,982-22.0% |
| Admin fee / account holder | $3 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |