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 | $62,064 | $140,940-56.0% | $112,229-44.7% | $139,434-55.5% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 12.43% | 32.71%-20.3pp | 30.20%-17.8pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,898 | $4,283-32.3% | $3,430-15.5% | $4,751-39.0% |
| Participant deferral / active EE | $5,894 | $5,874+0.3% | $4,798+22.9% | $6,710-12.2% |
| Admin fee / account holder | $300 | $9,954-97.0% | $7,748-96.1% | $11,403-97.4% |