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 | $169,271 | $112,881+50.0% | $90,951+86.1% | $158,922+6.5% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 17.04% | 215.79%-198.8pp | 134.60%-117.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,077 | $2,893-62.8% | $2,122-49.3% | $4,761-77.4% |
| Participant deferral / active EE | $12,562 | $4,128+204.4% | $3,373+272.4% | $5,982+110.0% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |