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 | $72,067 | $183,963-60.8% | $162,163-55.6% | $152,861-52.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 17.05% | 150.76%-133.7pp | 115.59%-98.5pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,494 | $6,371-60.9% | $5,614-55.6% | $4,762-47.6% |
| Participant deferral / active EE | $5,739 | $8,034-28.6% | $7,298-21.4% | $5,850-1.9% |
| Admin fee / account holder | $127 | $13,121-99.0% | $10,843-98.8% | $11,596-98.9% |