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 | $183,701 | $117,841+55.9% | $102,423+79.4% | $145,922+25.9% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 13.55% | 31.65%-18.1pp | 29.32%-15.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,448 | $3,615-59.9% | $3,023-52.1% | $4,660-68.9% |
| Participant deferral / active EE | $4,154 | $5,731-27.5% | $5,053-17.8% | $6,688-37.9% |
| Admin fee / account holder | $15 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |