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 | $87,933 | $165,984-47.0% | $164,813-46.6% | $145,922-39.7% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-6.9pp |
| Annual return | 21.86% | 100.03%-78.2pp | 69.93%-48.1pp | 561.29%-539.4pp |
| Employer contribution / active EE | $2,034 | $5,273-61.4% | $4,341-53.1% | $4,660-56.4% |
| Participant deferral / active EE | $7,401 | $6,959+6.3% | $6,031+22.7% | $6,688+10.7% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,690-99.8% | $13,397-99.8% |