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 | $118,102 | $107,334+10.0% | $92,893+27.1% | $152,861-22.7% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 18.41% | 145.58%-127.2pp | 109.41%-91.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,005 | $4,221-76.2% | $3,653-72.5% | $4,762-78.9% |
| Participant deferral / active EE | $3,344 | $4,845-31.0% | $4,236-21.1% | $5,850-42.8% |
| Admin fee / account holder | $35 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |