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 | $44,664 | $111,301-59.9% | $112,977-60.5% | $158,922-71.9% |
| Participation rate | 71.4% | 83.5%-12.1pp | 82.6%-11.1pp | 82.0%-10.5pp |
| Annual return | 17.10% | 26.40%-9.3pp | 24.24%-7.1pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,826 | $4,471-59.2% | $4,255-57.1% | $4,761-61.7% |
| Participant deferral / active EE | $4,536 | $5,880-22.9% | $5,836-22.3% | $5,982-24.2% |
| Admin fee / account holder | $239 | $8,392-97.1% | $6,294-96.2% | $11,246-97.9% |