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 | $88,060 | $93,346-5.7% | $71,796+22.7% | $273,961-67.9% |
| Participation rate | 73.3% | 76.5%-3.2pp | 69.1%+4.2pp | 83.0%-9.7pp |
| Annual return | 7.50% | 130.39%-122.9pp | 78.04%-70.5pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,230 | $2,733-55.0% | $1,924-36.1% | $4,869-74.7% |
| Participant deferral / active EE | $4,294 | $3,475+23.6% | $2,794+53.7% | $5,287-18.8% |
| Admin fee / account holder | $218 | $6,571-96.7% | $4,815-95.5% | $10,132-97.8% |