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 | $74,498 | $135,952-45.2% | $123,892-39.9% | $273,961-72.8% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 7.20% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,217 | $5,170-57.1% | $4,617-52.0% | $4,869-54.5% |
| Participant deferral / active EE | $4,128 | $6,343-34.9% | $5,984-31.0% | $5,287-21.9% |
| Admin fee / account holder | $48 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |