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 | $57,421 | $152,587-62.4% | $125,175-54.1% | $152,861-62.4% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.4%-9.7pp |
| Annual return | 24.26% | 54.84%-30.6pp | 43.79%-19.5pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,432 | $4,946-71.0% | $3,865-62.9% | $4,762-69.9% |
| Participant deferral / active EE | $2,762 | $5,868-52.9% | $4,937-44.1% | $5,850-52.8% |
| Admin fee / account holder | $222 | $13,434-98.4% | $9,702-97.7% | $11,596-98.1% |