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 | $83,431 | $157,256-46.9% | $141,162-40.9% | $152,861-45.4% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 22.53% | 64.32%-41.8pp | 71.39%-48.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,024 | $5,261-80.5% | $4,735-78.4% | $4,762-78.5% |
| Participant deferral / active EE | $4,159 | $7,109-41.5% | $6,709-38.0% | $5,850-28.9% |
| Admin fee / account holder | $145 | $12,120-98.8% | $10,261-98.6% | $11,596-98.7% |