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 | $162,156 | $115,770+40.1% | $101,248+60.2% | $158,922+2.0% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 13.70% | 56.14%-42.4pp | 46.47%-32.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,279 | $4,175-69.4% | $3,660-65.0% | $4,761-73.1% |
| Participant deferral / active EE | $3,960 | $4,957-20.1% | $4,370-9.4% | $5,982-33.8% |
| Admin fee / account holder | $127 | $7,245-98.2% | $5,945-97.9% | $11,246-98.9% |