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 | $139,634 | $112,096+24.6% | $95,952+45.5% | $158,922-12.1% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 7.74% | 171.09%-163.4pp | 91.61%-83.9pp | 302.83%-295.1pp |
| Employer contribution / active EE | $1,502 | $3,198-53.0% | $2,541-40.9% | $4,761-68.5% |
| Participant deferral / active EE | $2,124 | $4,784-55.6% | $4,167-49.0% | $5,982-64.5% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |