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 | $52,073 | $78,672-33.8% | $109,143-52.3% | $85,850-39.3% |
| Participation rate | 81.8% | 68.3%+13.5pp | 75.9%+5.9pp | 69.3%+12.5pp |
| Annual return | 11.32% | 25.09%-13.8pp | 25.75%-14.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,881 | $2,735-31.2% | $3,722-49.5% | $2,565-26.7% |
| Participant deferral / active EE | $5,285 | $3,467+52.4% | $4,653+13.6% | $3,952+33.7% |
| Admin fee / account holder | $289 | $5,469-94.7% | $6,752-95.7% | $6,260-95.4% |