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 | $52,899 | $152,587-65.3% | $125,175-57.7% | $152,861-65.4% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 22.99% | 54.84%-31.8pp | 43.79%-20.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,294 | $4,946-53.6% | $3,865-40.6% | $4,762-51.8% |
| Participant deferral / active EE | $4,489 | $5,868-23.5% | $4,937-9.1% | $5,850-23.3% |
| Admin fee / account holder | $240 | $13,434-98.2% | $9,702-97.5% | $11,596-97.9% |