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 | $73,572 | $93,024-20.9% | $77,024-4.5% | $134,475-45.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | 0.34% | 62.60%-62.3pp | 42.32%-42.0pp | 417.96%-417.6pp |
| Employer contribution / active EE | $1,258 | $3,418-63.2% | $2,812-55.3% | $4,740-73.5% |
| Participant deferral / active EE | $1,739 | $5,238-66.8% | $4,426-60.7% | $6,400-72.8% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |