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 | $59,206 | $210,648-71.9% | $177,989-66.7% | $145,922-59.4% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 16.14% | 385.86%-369.7pp | 294.48%-278.3pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,591 | $4,565-43.2% | $3,949-34.4% | $4,660-44.4% |
| Participant deferral / active EE | $5,463 | $6,958-21.5% | $6,276-13.0% | $6,688-18.3% |
| Admin fee / account holder | $64 | $12,013-99.5% | $10,363-99.4% | $13,397-99.5% |