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 | $63,501 | $148,534-57.2% | $135,903-53.3% | $139,434-54.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 15.41% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,095 | $5,243-60.1% | $4,856-56.9% | $4,751-55.9% |
| Participant deferral / active EE | $5,417 | $8,100-33.1% | $7,758-30.2% | $6,710-19.3% |
| Admin fee / account holder | $86 | $12,400-99.3% | $10,762-99.2% | $11,403-99.2% |