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 | $98,148 | $112,096-12.4% | $95,952+2.3% | $158,922-38.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 14.84% | 171.09%-156.3pp | 91.61%-76.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,941 | $3,198-39.3% | $2,541-23.6% | $4,761-59.2% |
| Participant deferral / active EE | $3,482 | $4,784-27.2% | $4,167-16.4% | $5,982-41.8% |
| Admin fee / account holder | $80 | $10,130-99.2% | $6,795-98.8% | $11,246-99.3% |