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 | $99,214 | $142,405-30.3% | $115,157-13.8% | $152,861-35.1% |
| Participation rate | 85.0% | 82.4%+2.6pp | 75.9%+9.1pp | 82.4%+2.6pp |
| Annual return | 22.17% | 41.48%-19.3pp | 35.60%-13.4pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,696 | $4,010-57.7% | $3,179-46.7% | $4,762-64.4% |
| Participant deferral / active EE | $2,411 | $5,164-53.3% | $4,168-42.2% | $5,850-58.8% |
| Admin fee / account holder | $203 | $8,462-97.6% | $7,088-97.1% | $11,596-98.3% |