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 | $72,063 | $107,334-32.9% | $92,893-22.4% | $152,861-52.9% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 20.61% | 145.58%-125.0pp | 109.41%-88.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,464 | $4,221-65.3% | $3,653-59.9% | $4,762-69.3% |
| Participant deferral / active EE | $4,298 | $4,845-11.3% | $4,236+1.5% | $5,850-26.5% |
| Admin fee / account holder | $76 | $7,079-98.9% | $5,794-98.7% | $11,596-99.3% |