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 | $67,690 | $70,756-4.3% | $65,493+3.4% | $142,382-52.5% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.1%-10.1pp |
| Annual return | 19.80% | 1754.89%-1735.1pp | 982.45%-962.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,217 | $2,881-57.7% | $2,574-52.7% | $4,299-71.7% |
| Participant deferral / active EE | $3,211 | $4,637-30.8% | $3,961-18.9% | $6,507-50.7% |
| Admin fee / account holder | $144 | $6,559-97.8% | $5,028-97.1% | $12,624-98.9% |