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 | $50,888 | $107,334-52.6% | $92,893-45.2% | $152,861-66.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 26.32% | 145.58%-119.3pp | 109.41%-83.1pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,485 | $4,221-64.8% | $3,653-59.3% | $4,762-68.8% |
| Participant deferral / active EE | $7,030 | $4,845+45.1% | $4,236+65.9% | $5,850+20.2% |
| Admin fee / account holder | $228 | $7,079-96.8% | $5,794-96.1% | $11,596-98.0% |