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 | $60,142 | $118,849-49.4% | $96,562-37.7% | $167,490-64.1% |
| Participation rate | 76.9% | 75.5%+1.4pp | 69.8%+7.1pp | 82.1%-5.2pp |
| Annual return | 15.41% | 50.49%-35.1pp | 37.78%-22.4pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,860 | $3,120-8.3% | $2,356+21.4% | $4,837-40.9% |
| Participant deferral / active EE | $4,352 | $4,616-5.7% | $3,849+13.1% | $6,341-31.4% |
| Admin fee / account holder | $4 | $8,065-100.0% | $6,181-99.9% | $12,309-100.0% |