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 | $68,839 | $148,534-53.7% | $135,903-49.3% | $139,434-50.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 15.16% | 79.19%-64.0pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,725 | $5,243-67.1% | $4,856-64.5% | $4,751-63.7% |
| Participant deferral / active EE | $3,358 | $8,100-58.5% | $7,758-56.7% | $6,710-50.0% |
| Admin fee / account holder | $298 | $12,400-97.6% | $10,762-97.2% | $11,403-97.4% |