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 | $101,979 | $197,591-48.4% | $177,821-42.7% | $158,922-35.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 20.65% | 58.76%-38.1pp | 48.32%-27.7pp | 302.83%-282.2pp |
| Employer contribution / active EE | $2,600 | $6,697-61.2% | $5,918-56.1% | $4,761-45.4% |
| Participant deferral / active EE | $4,321 | $8,405-48.6% | $7,714-44.0% | $5,982-27.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |