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 | $77,086 | $100,773-23.5% | $88,946-13.3% | $142,382-45.9% |
| Participation rate | 95.8% | 74.3%+21.5pp | 68.8%+27.0pp | 80.1%+15.7pp |
| Annual return | 19.18% | 70.18%-51.0pp | 57.82%-38.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,917 | $2,9180% | $2,555+14.2% | $4,299-32.2% |
| Participant deferral / active EE | $3,271 | $5,230-37.5% | $4,581-28.6% | $6,507-49.7% |
| Admin fee / account holder | $286 | $9,693-97.0% | $8,261-96.5% | $12,624-97.7% |