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 | $152,973 | $127,777+19.7% | $106,548+43.6% | $167,490-8.7% |
| Participation rate | 76.9% | 78.3%-1.3pp | 76.1%+0.8pp | 82.1%-5.2pp |
| Annual return | 10.58% | 33.87%-23.3pp | 26.80%-16.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $953 | $3,427-72.2% | $2,819-66.2% | $4,837-80.3% |
| Participant deferral / active EE | $2,668 | $5,087-47.6% | $4,398-39.3% | $6,341-57.9% |
| Admin fee / account holder | $75 | $11,228-99.3% | $7,407-99.0% | $12,309-99.4% |