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 | $70,063 | $96,484-27.4% | $75,886-7.7% | $152,861-54.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.4%-7.4pp |
| Annual return | 20.72% | 33.98%-13.3pp | 30.76%-10.0pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,262 | $3,309-31.7% | $2,500-9.5% | $4,762-52.5% |
| Participant deferral / active EE | $6,011 | $4,553+32.0% | $3,603+66.8% | $5,850+2.7% |
| Admin fee / account holder | $278 | $8,078-96.6% | $5,418-94.9% | $11,596-97.6% |