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 | $134,525 | $112,096+20.0% | $95,952+40.2% | $158,922-15.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 19.51% | 171.09%-151.6pp | 91.61%-72.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,268 | $3,198-60.4% | $2,541-50.1% | $4,761-73.4% |
| Participant deferral / active EE | $5,307 | $4,784+10.9% | $4,167+27.4% | $5,982-11.3% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |