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 | $85,435 | $176,812-51.7% | $146,665-41.7% | $167,490-49.0% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 9.94% | 24.03%-14.1pp | 22.74%-12.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $2,254 | $5,160-56.3% | $4,136-45.5% | $4,837-53.4% |
| Participant deferral / active EE | $5,443 | $6,440-15.5% | $5,506-1.1% | $6,341-14.2% |
| Admin fee / account holder | $133 | $13,259-99.0% | $10,280-98.7% | $12,309-98.9% |