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 | $70,380 | $118,680-40.7% | $98,907-28.8% | $158,922-55.7% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 14.61% | 372.35%-357.7pp | 196.43%-181.8pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,717 | $3,333-48.5% | $2,689-36.2% | $4,761-63.9% |
| Participant deferral / active EE | $3,295 | $5,088-35.2% | $4,244-22.4% | $5,982-44.9% |
| Admin fee / account holder | $176 | $10,131-98.3% | $6,642-97.3% | $11,246-98.4% |