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 | $114,295 | $102,616+11.4% | $81,983+39.4% | $158,922-28.1% |
| Participation rate | 73.3% | 75.5%-2.2pp | 69.2%+4.1pp | 82.0%-8.6pp |
| Annual return | 15.63% | 61.04%-45.4pp | 41.31%-25.7pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,917 | $3,240-40.8% | $2,498-23.2% | $4,761-59.7% |
| Participant deferral / active EE | $5,928 | $4,648+27.5% | $3,722+59.3% | $5,982-0.9% |
| Admin fee / account holder | $30 | $8,235-99.6% | $5,664-99.5% | $11,246-99.7% |