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 | $142,682 | $115,770+23.2% | $101,248+40.9% | $158,922-10.2% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 31.28% | 56.14%-24.9pp | 46.47%-15.2pp | 302.83%-271.5pp |
| Employer contribution / active EE | $1,026 | $4,175-75.4% | $3,660-72.0% | $4,761-78.5% |
| Participant deferral / active EE | $4,079 | $4,957-17.7% | $4,370-6.7% | $5,982-31.8% |
| Admin fee / account holder | $121 | $7,245-98.3% | $5,945-98.0% | $11,246-98.9% |