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 | $75,870 | $102,966-26.3% | $90,281-16.0% | $152,861-50.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 23.97% | 95.16%-71.2pp | 78.10%-54.1pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,598 | $3,139-49.1% | $2,854-44.0% | $4,762-66.4% |
| Participant deferral / active EE | $2,533 | $4,281-40.8% | $3,885-34.8% | $5,850-56.7% |
| Admin fee / account holder | $93 | $6,171-98.5% | $5,351-98.3% | $11,596-99.2% |