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 | $69,141 | $124,319-44.4% | $111,297-37.9% | $167,490-58.7% |
| Participation rate | 77.8% | 79.6%-1.8pp | 77.3%+0.5pp | 82.1%-4.3pp |
| Annual return | 16.52% | 37.44%-20.9pp | 54.65%-38.1pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,898 | $3,435-44.8% | $2,731-30.5% | $4,837-60.8% |
| Participant deferral / active EE | $4,713 | $5,180-9.0% | $4,487+5.0% | $6,341-25.7% |
| Admin fee / account holder | $9 | $10,618-99.9% | $7,964-99.9% | $12,309-99.9% |