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 | $72,046 | $115,708-37.7% | $65,255+10.4% | $139,434-48.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 22.01% | 31.19%-9.2pp | 47.35%-25.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,104 | $2,599-19.1% | $1,691+24.4% | $4,751-55.7% |
| Participant deferral / active EE | $4,369 | $4,240+3.0% | $2,831+54.3% | $6,710-34.9% |
| Admin fee / account holder | $121 | $6,698-98.2% | $4,112-97.1% | $11,403-98.9% |