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 | $70,655 | $209,411-66.3% | $178,490-60.4% | $158,922-55.5% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 24.60% | 188.75%-164.2pp | 151.07%-126.5pp | 302.83%-278.2pp |
| Employer contribution / active EE | $1,217 | $5,706-78.7% | $5,011-75.7% | $4,761-74.4% |
| Participant deferral / active EE | $4,905 | $5,954-17.6% | $5,202-5.7% | $5,982-18.0% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |