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 | $47,456 | $148,534-68.1% | $135,903-65.1% | $139,434-66.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.77% | 79.19%-63.4pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,287 | $5,243-56.4% | $4,856-52.9% | $4,751-51.9% |
| Participant deferral / active EE | $3,884 | $8,100-52.0% | $7,758-49.9% | $6,710-42.1% |
| Admin fee / account holder | $217 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |