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 | $90,198 | $102,966-12.4% | $90,281-0.1% | $152,861-41.0% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 19.34% | 95.16%-75.8pp | 78.10%-58.8pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,629 | $3,139-48.1% | $2,854-42.9% | $4,762-65.8% |
| Participant deferral / active EE | $5,394 | $4,281+26.0% | $3,885+38.8% | $5,850-7.8% |
| Admin fee / account holder | $173 | $6,171-97.2% | $5,351-96.8% | $11,596-98.5% |