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 | $161,042 | $115,770+39.1% | $101,248+59.1% | $158,922+1.3% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 23.37% | 56.14%-32.8pp | 46.47%-23.1pp | 302.83%-279.5pp |
| Employer contribution / active EE | $969 | $4,175-76.8% | $3,660-73.5% | $4,761-79.6% |
| Participant deferral / active EE | $4,307 | $4,957-13.1% | $4,370-1.4% | $5,982-28.0% |
| Admin fee / account holder | $27 | $7,245-99.6% | $5,945-99.5% | $11,246-99.8% |