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 | $51,435 | $118,680-56.7% | $98,907-48.0% | $158,922-67.6% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 16.14% | 372.35%-356.2pp | 196.43%-180.3pp | 302.83%-286.7pp |
| Employer contribution / active EE | $615 | $3,333-81.5% | $2,689-77.1% | $4,761-87.1% |
| Participant deferral / active EE | $1,768 | $5,088-65.2% | $4,244-58.3% | $5,982-70.4% |
| Admin fee / account holder | $101 | $10,131-99.0% | $6,642-98.5% | $11,246-99.1% |