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 | $81,899 | $107,334-23.7% | $92,893-11.8% | $152,861-46.4% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 16.38% | 145.58%-129.2pp | 109.41%-93.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,723 | $4,221-59.2% | $3,653-52.8% | $4,762-63.8% |
| Participant deferral / active EE | $8,100 | $4,845+67.2% | $4,236+91.2% | $5,850+38.5% |
| Admin fee / account holder | $3 | $7,079-100.0% | $5,794-99.9% | $11,596-100.0% |