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 | $44,715 | $96,484-53.7% | $75,886-41.1% | $152,861-70.7% |
| Participation rate | 73.3% | 76.2%-2.9pp | 69.3%+4.1pp | 82.4%-9.1pp |
| Annual return | 26.08% | 33.98%-7.9pp | 30.76%-4.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,175 | $3,309-34.3% | $2,500-13.0% | $4,762-54.3% |
| Participant deferral / active EE | $5,005 | $4,553+9.9% | $3,603+38.9% | $5,850-14.5% |
| Admin fee / account holder | $24 | $8,078-99.7% | $5,418-99.6% | $11,596-99.8% |