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 | $52,525 | $162,781-67.7% | $133,956-60.8% | $158,922-66.9% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 18.42% | 41.94%-23.5pp | 45.09%-26.7pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,658 | $4,975-66.7% | $3,919-57.7% | $4,761-65.2% |
| Participant deferral / active EE | $2,821 | $5,911-52.3% | $5,048-44.1% | $5,982-52.8% |
| Admin fee / account holder | $25 | $11,736-99.8% | $8,927-99.7% | $11,246-99.8% |