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 | $80,200 | $175,202-54.2% | $149,673-46.4% | $139,434-42.5% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 42.43% | 166.71%-124.3pp | 134.42%-92.0pp | 372.94%-330.5pp |
| Employer contribution / active EE | $1,783 | $5,474-67.4% | $4,818-63.0% | $4,751-62.5% |
| Participant deferral / active EE | $9,595 | $6,519+47.2% | $5,680+68.9% | $6,710+43.0% |
| Admin fee / account holder | $137 | $16,150-99.2% | $13,210-99.0% | $11,403-98.8% |