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 | $145,969 | $107,934+35.2% | $91,989+58.7% | $152,861-4.5% |
| Participation rate | 72.7% | 81.2%-8.5pp | 78.6%-5.9pp | 82.4%-9.7pp |
| Annual return | 23.22% | 89.24%-66.0pp | 69.02%-45.8pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,833 | $4,210-56.5% | $3,452-46.9% | $4,762-61.5% |
| Participant deferral / active EE | $7,288 | $6,364+14.5% | $5,923+23.1% | $5,850+24.6% |
| Admin fee / account holder | $189 | $10,520-98.2% | $7,743-97.6% | $11,596-98.4% |