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 | $132,616 | $175,202-24.3% | $149,673-11.4% | $139,434-4.9% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 19.42% | 166.71%-147.3pp | 134.42%-115.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,315 | $5,474-76.0% | $4,818-72.7% | $4,751-72.3% |
| Participant deferral / active EE | $3,014 | $6,519-53.8% | $5,680-46.9% | $6,710-55.1% |
| Admin fee / account holder | $14 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |