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 | $73,041 | $165,335-55.8% | $149,696-51.2% | $158,922-54.0% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 24.66% | 348.15%-323.5pp | 276.60%-251.9pp | 302.83%-278.2pp |
| Employer contribution / active EE | $1,476 | $5,103-71.1% | $4,644-68.2% | $4,761-69.0% |
| Participant deferral / active EE | $3,194 | $7,181-55.5% | $6,842-53.3% | $5,982-46.6% |
| Admin fee / account holder | $67 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |