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 | $63,175 | $78,705-19.7% | $117,854-46.4% | $70,131-9.9% |
| Participation rate | 77.8% | 73.2%+4.6pp | 79.7%-1.9pp | 69.5%+8.2pp |
| Annual return | 15.86% | 23.30%-7.4pp | 335.08%-319.2pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,720 | $2,223-22.7% | $3,786-54.6% | $2,342-26.6% |
| Participant deferral / active EE | $3,137 | $3,297-4.8% | $4,482-30.0% | $3,332-5.8% |
| Admin fee / account holder | $180 | $5,065-96.5% | $8,020-97.8% | $4,645-96.1% |