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 | $57,481 | $118,919-51.7% | $88,538-35.1% | $152,861-62.4% |
| Participation rate | 83.3% | 73.4%+10.0pp | 68.7%+14.6pp | 82.4%+0.9pp |
| Annual return | 22.53% | 47.92%-25.4pp | 43.64%-21.1pp | 345.32%-322.8pp |
| Employer contribution / active EE | $954 | $2,669-64.2% | $2,098-54.5% | $4,762-80.0% |
| Participant deferral / active EE | $8,884 | $3,549+150.4% | $2,914+204.9% | $5,850+51.9% |
| Admin fee / account holder | $202 | $5,876-96.6% | $4,310-95.3% | $11,596-98.3% |