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 | $72,239 | $89,753-19.5% | $107,525-32.8% | $84,808-14.8% |
| Participation rate | 74.1% | 68.1%+6.0pp | 75.1%-1.0pp | 68.3%+5.8pp |
| Annual return | 18.26% | 29.48%-11.2pp | 181.32%-163.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,721 | $3,113-44.7% | $3,754-54.2% | $2,631-34.6% |
| Participant deferral / active EE | $5,090 | $4,056+25.5% | $5,116-0.5% | $4,212+20.9% |
| Admin fee / account holder | $290 | $7,222-96.0% | $8,919-96.7% | $7,344-96.0% |