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 | $81,082 | $114,381-29.1% | $107,525-24.6% | $142,382-43.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.92% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,843 | $4,015-54.1% | $3,754-50.9% | $4,299-57.1% |
| Participant deferral / active EE | $2,193 | $5,564-60.6% | $5,116-57.1% | $6,507-66.3% |
| Admin fee / account holder | $209 | $9,860-97.9% | $8,919-97.7% | $12,624-98.3% |