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 | $55,270 | $159,901-65.4% | $146,958-62.4% | $145,922-62.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 18.29% | 98.13%-79.8pp | 418.34%-400.0pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,784 | $5,286-66.3% | $4,933-63.8% | $4,660-61.7% |
| Participant deferral / active EE | $4,298 | $8,428-49.0% | $8,070-46.7% | $6,688-35.7% |
| Admin fee / account holder | $101 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |