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 | $59,055 | $162,781-63.7% | $133,956-55.9% | $158,922-62.8% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 7.20% | 41.94%-34.7pp | 45.09%-37.9pp | 302.83%-295.6pp |
| Employer contribution / active EE | $1,564 | $4,975-68.6% | $3,919-60.1% | $4,761-67.1% |
| Participant deferral / active EE | $4,548 | $5,911-23.1% | $5,048-9.9% | $5,982-24.0% |
| Admin fee / account holder | $11 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |