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 | $61,476 | $105,931-42.0% | $81,930-25.0% | $158,922-61.3% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 23.97% | 38.17%-14.2pp | 29.49%-5.5pp | 302.83%-278.9pp |
| Employer contribution / active EE | $3,938 | $7,800-49.5% | $4,310-8.6% | $4,761-17.3% |
| Participant deferral / active EE | $10,640 | $13,003-18.2% | $7,107+49.7% | $5,982+77.9% |
| Admin fee / account holder | -$224 | $8,489-102.6% | $5,158-104.3% | $11,246-102.0% |