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 | $76,407 | $152,587-49.9% | $125,175-39.0% | $152,861-50.0% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 24.29% | 54.84%-30.6pp | 43.79%-19.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $5,136 | $4,946+3.8% | $3,865+32.9% | $4,762+7.9% |
| Participant deferral / active EE | $3,604 | $5,868-38.6% | $4,937-27.0% | $5,850-38.4% |
| Admin fee / account holder | $24 | $13,434-99.8% | $9,702-99.8% | $11,596-99.8% |