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 | $69,684 | $209,411-66.7% | $178,490-61.0% | $158,922-56.2% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 17.98% | 188.75%-170.8pp | 151.07%-133.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,609 | $5,706-71.8% | $5,011-67.9% | $4,761-66.2% |
| Participant deferral / active EE | $6,348 | $5,954+6.6% | $5,202+22.0% | $5,982+6.1% |
| Admin fee / account holder | $74 | $17,074-99.6% | $13,984-99.5% | $11,246-99.3% |