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 | $60,250 | $197,591-69.5% | $177,821-66.1% | $158,922-62.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 8.55% | 58.76%-50.2pp | 48.32%-39.8pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,939 | $6,697-71.0% | $5,918-67.2% | $4,761-59.3% |
| Participant deferral / active EE | $4,914 | $8,405-41.5% | $7,714-36.3% | $5,982-17.8% |
| Admin fee / account holder | $24 | $15,399-99.8% | $12,427-99.8% | $11,246-99.8% |