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 | $77,820 | $91,190-14.7% | $178,490-56.4% | $79,858-2.6% |
| Participation rate | 70.0% | 69.2%+0.8pp | 81.9%-11.9pp | 69.6%+0.4pp |
| Annual return | 14.17% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,536 | $3,256-52.8% | $5,011-69.3% | $2,471-37.8% |
| Participant deferral / active EE | $2,046 | $3,236-36.8% | $5,202-60.7% | $3,740-45.3% |
| Admin fee / account holder | $297 | $6,751-95.6% | $13,984-97.9% | $5,306-94.4% |