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 | $55,801 | $197,591-71.8% | $177,821-68.6% | $158,922-64.9% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 13.39% | 58.76%-45.4pp | 48.32%-34.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,817 | $6,697-57.9% | $5,918-52.4% | $4,761-40.8% |
| Participant deferral / active EE | $7,007 | $8,405-16.6% | $7,714-9.2% | $5,982+17.1% |
| Admin fee / account holder | $207 | $15,399-98.7% | $12,427-98.3% | $11,246-98.2% |