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 | $80,875 | $112,096-27.9% | $95,952-15.7% | $158,922-49.1% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 12.81% | 171.09%-158.3pp | 91.61%-78.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,540 | $3,198-20.6% | $2,5410% | $4,761-46.7% |
| Participant deferral / active EE | $6,024 | $4,784+25.9% | $4,167+44.6% | $5,982+0.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |