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 | $73,706 | $99,652-26.0% | $78,778-6.4% | $147,584-50.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 7.97% | 47.28%-39.3pp | 35.62%-27.6pp | 578.55%-570.6pp |
| Employer contribution / active EE | $1,165 | $2,796-58.3% | $1,986-41.3% | $4,876-76.1% |
| Participant deferral / active EE | $7,200 | $3,664+96.5% | $2,958+143.4% | $5,439+32.4% |
| Admin fee / account holder | -$184 | $7,155-102.6% | $5,134-103.6% | $10,885-101.7% |