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 | $172,824 | $99,877+73.0% | $84,966+103.4% | $145,922+18.4% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 14.04% | 83.76%-69.7pp | 66.38%-52.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,128 | $3,231-34.2% | $2,727-22.0% | $4,660-54.3% |
| Participant deferral / active EE | $3,091 | $5,291-41.6% | $4,519-31.6% | $6,688-53.8% |
| Admin fee / account holder | $133 | $7,248-98.2% | $6,149-97.8% | $13,397-99.0% |