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 | $69,865 | $107,334-34.9% | $92,893-24.8% | $152,861-54.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 25.26% | 145.58%-120.3pp | 109.41%-84.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,516 | $4,845-27.4% | $4,236-17.0% | $5,850-39.9% |
| Admin fee / account holder | $192 | $7,079-97.3% | $5,794-96.7% | $11,596-98.3% |