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 | $50,694 | $115,770-56.2% | $101,248-49.9% | $158,922-68.1% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 13.10% | 56.14%-43.0pp | 46.47%-33.4pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,103 | $4,175-49.6% | $3,660-42.5% | $4,761-55.8% |
| Participant deferral / active EE | $5,683 | $4,957+14.6% | $4,370+30.0% | $5,982-5.0% |
| Admin fee / account holder | $249 | $7,245-96.6% | $5,945-95.8% | $11,246-97.8% |