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 | $87,502 | $202,432-56.8% | $169,368-48.3% | $139,434-37.2% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 21.51% | 531.74%-510.2pp | 405.60%-384.1pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,250 | $4,692-73.4% | $4,013-68.8% | $4,751-73.7% |
| Participant deferral / active EE | $4,458 | $6,938-35.8% | $6,221-28.3% | $6,710-33.6% |
| Admin fee / account holder | $77 | $10,708-99.3% | $9,003-99.1% | $11,403-99.3% |