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 | $43,677 | $110,257-60.4% | $96,544-54.8% | $139,434-68.7% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 70.29% | 26.32%+44.0pp | 25.84%+44.4pp | 372.94%-302.7pp |
| Employer contribution / active EE | $1,836 | $3,620-49.3% | $2,965-38.1% | $4,751-61.4% |
| Participant deferral / active EE | $6,011 | $5,548+8.4% | $4,851+23.9% | $6,710-10.4% |
| Admin fee / account holder | $141 | $11,591-98.8% | $8,252-98.3% | $11,403-98.8% |