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 | $59,208 | $162,781-63.6% | $133,956-55.8% | $158,922-62.7% |
| Participation rate | 88.2% | 83.2%+5.0pp | 79.8%+8.4pp | 82.0%+6.3pp |
| Annual return | 6.08% | 41.94%-35.9pp | 45.09%-39.0pp | 302.83%-296.7pp |
| Employer contribution / active EE | $4,258 | $4,975-14.4% | $3,919+8.7% | $4,761-10.6% |
| Participant deferral / active EE | $1,869 | $5,911-68.4% | $5,048-63.0% | $5,982-68.8% |
| Admin fee / account holder | $299 | $11,736-97.4% | $8,927-96.6% | $11,246-97.3% |