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 | $64,236 | $105,998-39.4% | $92,233-30.4% | $147,584-56.5% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 18.44% | 50.05%-31.6pp | 176.28%-157.8pp | 578.55%-560.1pp |
| Employer contribution / active EE | $898 | $4,333-79.3% | $3,679-75.6% | $4,876-81.6% |
| Participant deferral / active EE | $1,452 | $4,478-67.6% | $3,897-62.7% | $5,439-73.3% |
| Admin fee / account holder | $101 | $6,332-98.4% | $5,194-98.1% | $10,885-99.1% |