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 | $53,744 | $99,079-45.8% | $77,999-31.1% | $273,961-80.4% |
| Participation rate | 73.9% | 78.6%-4.7pp | 75.5%-1.6pp | 83.0%-9.1pp |
| Annual return | 11.86% | 217.93%-206.1pp | 425.96%-414.1pp | 41.45%-29.6pp |
| Employer contribution / active EE | $1,427 | $3,308-56.8% | $2,470-42.2% | $4,869-70.7% |
| Participant deferral / active EE | $3,050 | $4,306-29.2% | $3,497-12.8% | $5,287-42.3% |
| Admin fee / account holder | $164 | $8,954-98.2% | $5,480-97.0% | $10,132-98.4% |