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 | $61,610 | $107,334-42.6% | $92,893-33.7% | $152,861-59.7% |
| Participation rate | 84.2% | 79.8%+4.4pp | 76.0%+8.2pp | 82.4%+1.8pp |
| Annual return | 33.14% | 145.58%-112.4pp | 109.41%-76.3pp | 345.32%-312.2pp |
| Employer contribution / active EE | $2,955 | $4,221-30.0% | $3,653-19.1% | $4,762-37.9% |
| Participant deferral / active EE | $5,824 | $4,845+20.2% | $4,236+37.5% | $5,850-0.5% |
| Admin fee / account holder | $180 | $7,079-97.5% | $5,794-96.9% | $11,596-98.5% |