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 | $65,549 | $217,402-69.8% | $185,823-64.7% | $167,490-60.9% |
| Participation rate | 84.2% | 86.0%-1.8pp | 81.7%+2.5pp | 82.1%+2.1pp |
| Annual return | 8.95% | 148.36%-139.4pp | 122.05%-113.1pp | 478.56%-469.6pp |
| Employer contribution / active EE | $2,318 | $5,873-60.5% | $5,167-55.1% | $4,837-52.1% |
| Participant deferral / active EE | $4,896 | $6,356-23.0% | $5,568-12.1% | $6,341-22.8% |
| Admin fee / account holder | $106 | $19,811-99.5% | $16,237-99.3% | $12,309-99.1% |