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 7-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 | $159,468 | $209,411-23.8% | $178,490-10.7% | $158,922+0.3% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 20.25% | 188.75%-168.5pp | 151.07%-130.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,244 | $5,706-78.2% | $5,011-75.2% | $4,761-73.9% |
| Participant deferral / active EE | $2,972 | $5,954-50.1% | $5,202-42.9% | $5,982-50.3% |
| Admin fee / account holder | $59 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |