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 | $57,678 | $102,966-44.0% | $90,281-36.1% | $152,861-62.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 12.88% | 95.16%-82.3pp | 78.10%-65.2pp | 345.32%-332.4pp |
| Employer contribution / active EE | $1,294 | $3,139-58.8% | $2,854-54.7% | $4,762-72.8% |
| Participant deferral / active EE | $3,894 | $4,281-9.1% | $3,885+0.2% | $5,850-33.4% |
| Admin fee / account holder | $30 | $6,171-99.5% | $5,351-99.4% | $11,596-99.7% |