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 | $146,423 | $99,877+46.6% | $84,966+72.3% | $145,922+0.3% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 16.26% | 83.76%-67.5pp | 66.38%-50.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,703 | $3,231-47.3% | $2,727-37.5% | $4,660-63.4% |
| Participant deferral / active EE | $2,747 | $5,291-48.1% | $4,519-39.2% | $6,688-58.9% |
| Admin fee / account holder | $299 | $7,248-95.9% | $6,149-95.1% | $13,397-97.8% |