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 | $55,685 | $176,377-68.4% | $134,143-58.5% | $158,922-65.0% |
| Participation rate | 71.4% | 78.7%-7.3pp | 72.2%-0.7pp | 82.0%-10.5pp |
| Annual return | 20.77% | 63.63%-42.9pp | 36.33%-15.6pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,519 | $5,040-69.9% | $3,704-59.0% | $4,761-68.1% |
| Participant deferral / active EE | $5,945 | $4,091+45.3% | $3,499+69.9% | $5,982-0.6% |
| Admin fee / account holder | $145 | $8,718-98.3% | $6,684-97.8% | $11,246-98.7% |