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 | $61,831 | $108,172-42.8% | $77,482-20.2% | $158,922-61.1% |
| Participation rate | 77.3% | 64.4%+12.8pp | 54.2%+23.1pp | 82.0%-4.7pp |
| Annual return | 16.54% | 31.67%-15.1pp | 54.79%-38.2pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,495 | $1,325+12.8% | $986+51.6% | $4,761-68.6% |
| Participant deferral / active EE | $1,387 | $2,456-43.5% | $1,861-25.5% | $5,982-76.8% |
| Admin fee / account holder | $289 | $3,708-92.2% | $2,858-89.9% | $11,246-97.4% |