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 | $50,758 | $209,411-75.8% | $178,490-71.6% | $158,922-68.1% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 19.24% | 188.75%-169.5pp | 151.07%-131.8pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,486 | $5,706-74.0% | $5,011-70.3% | $4,761-68.8% |
| Participant deferral / active EE | $3,530 | $5,954-40.7% | $5,202-32.1% | $5,982-41.0% |
| Admin fee / account holder | $11 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |