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 | $88,224 | $115,770-23.8% | $101,248-12.9% | $158,922-44.5% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 13.97% | 56.14%-42.2pp | 46.47%-32.5pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,251 | $4,175-70.0% | $3,660-65.8% | $4,761-73.7% |
| Participant deferral / active EE | $2,062 | $4,957-58.4% | $4,370-52.8% | $5,982-65.5% |
| Admin fee / account holder | $42 | $7,245-99.4% | $5,945-99.3% | $11,246-99.6% |