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 | $60,563 | $176,377-65.7% | $134,143-54.9% | $158,922-61.9% |
| Participation rate | 70.8% | 78.7%-7.9pp | 72.2%-1.3pp | 82.0%-11.1pp |
| Annual return | 15.86% | 63.63%-47.8pp | 36.33%-20.5pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,320 | $5,040-73.8% | $3,704-64.4% | $4,761-72.3% |
| Participant deferral / active EE | $1,680 | $4,091-58.9% | $3,499-52.0% | $5,982-71.9% |
| Admin fee / account holder | $64 | $8,718-99.3% | $6,684-99.0% | $11,246-99.4% |