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 | $45,347 | $165,335-72.6% | $149,696-69.7% | $158,922-71.5% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 14.35% | 348.15%-333.8pp | 276.60%-262.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,678 | $5,103-47.5% | $4,644-42.3% | $4,761-43.8% |
| Participant deferral / active EE | $4,622 | $7,181-35.6% | $6,842-32.4% | $5,982-22.7% |
| Admin fee / account holder | $167 | $10,807-98.5% | $9,309-98.2% | $11,246-98.5% |