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 | $51,525 | $162,781-68.3% | $133,956-61.5% | $158,922-67.6% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 13.69% | 41.94%-28.3pp | 45.09%-31.4pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,710 | $4,975-45.5% | $3,919-30.8% | $4,761-43.1% |
| Participant deferral / active EE | $3,353 | $5,911-43.3% | $5,048-33.6% | $5,982-43.9% |
| Admin fee / account holder | $246 | $11,736-97.9% | $8,927-97.2% | $11,246-97.8% |