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 | $105,782 | $102,616+3.1% | $81,983+29.0% | $158,922-33.4% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.2%+2.2pp | 82.0%-10.5pp |
| Annual return | 12.87% | 61.04%-48.2pp | 41.31%-28.4pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,354 | $3,240-58.2% | $2,498-45.8% | $4,761-71.6% |
| Participant deferral / active EE | $3,942 | $4,648-15.2% | $3,722+5.9% | $5,982-34.1% |
| Admin fee / account holder | $91 | $8,235-98.9% | $5,664-98.4% | $11,246-99.2% |