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 | $51,778 | $165,335-68.7% | $149,696-65.4% | $158,922-67.4% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 13.45% | 348.15%-334.7pp | 276.60%-263.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,559 | $5,103-69.4% | $4,644-66.4% | $4,761-67.2% |
| Participant deferral / active EE | $2,536 | $7,181-64.7% | $6,842-62.9% | $5,982-57.6% |
| Admin fee / account holder | $120 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |