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 | $59,651 | $209,411-71.5% | $178,490-66.6% | $158,922-62.5% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 30.46% | 188.75%-158.3pp | 151.07%-120.6pp | 302.83%-272.4pp |
| Employer contribution / active EE | $1,939 | $5,706-66.0% | $5,011-61.3% | $4,761-59.3% |
| Participant deferral / active EE | $5,958 | $5,954+0.1% | $5,202+14.5% | $5,982-0.4% |
| Admin fee / account holder | $195 | $17,074-98.9% | $13,984-98.6% | $11,246-98.3% |