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 | $108,192 | $69,207+56.3% | $64,056+68.9% | $139,434-22.4% |
| Participation rate | 72.2% | 75.6%-3.4pp | 72.3%-0.1pp | 80.3%-8.1pp |
| Annual return | 25.48% | 45.88%-20.4pp | 33.69%-8.2pp | 372.94%-347.5pp |
| Employer contribution / active EE | $794 | $3,182-75.0% | $2,747-71.1% | $4,751-83.3% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $39 | $4,244-99.1% | $3,068-98.7% | $11,403-99.7% |