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 | $80,486 | $107,334-25.0% | $92,893-13.4% | $152,861-47.3% |
| Participation rate | 78.6% | 79.8%-1.2pp | 76.0%+2.6pp | 82.4%-3.9pp |
| Annual return | 18.72% | 145.58%-126.9pp | 109.41%-90.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,430 | $4,221-66.1% | $3,653-60.9% | $4,762-70.0% |
| Participant deferral / active EE | $2,351 | $4,845-51.5% | $4,236-44.5% | $5,850-59.8% |
| Admin fee / account holder | $73 | $7,079-99.0% | $5,794-98.7% | $11,596-99.4% |