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 | $71,502 | $115,770-38.2% | $101,248-29.4% | $158,922-55.0% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 14.64% | 56.14%-41.5pp | 46.47%-31.8pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,050 | $4,175-74.9% | $3,660-71.3% | $4,761-78.0% |
| Participant deferral / active EE | $5,138 | $4,957+3.7% | $4,370+17.6% | $5,982-14.1% |
| Admin fee / account holder | $247 | $7,245-96.6% | $5,945-95.8% | $11,246-97.8% |