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 | $59,817 | $152,587-60.8% | $125,175-52.2% | $152,861-60.9% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 11.05% | 54.84%-43.8pp | 43.79%-32.7pp | 345.32%-334.3pp |
| Employer contribution / active EE | $2,018 | $4,946-59.2% | $3,865-47.8% | $4,762-57.6% |
| Participant deferral / active EE | $3,096 | $5,868-47.2% | $4,937-37.3% | $5,850-47.1% |
| Admin fee / account holder | $289 | $13,434-97.8% | $9,702-97.0% | $11,596-97.5% |