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 | $67,211 | $98,750-31.9% | $149,696-55.1% | $79,858-15.8% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 15.66% | 27.43%-11.8pp | 276.60%-260.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,770 | $3,216-45.0% | $4,644-61.9% | $2,471-28.4% |
| Participant deferral / active EE | $5,202 | $5,680-8.4% | $6,842-24.0% | $3,740+39.1% |
| Admin fee / account holder | $2 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |