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 | $67,265 | $135,952-50.5% | $123,892-45.7% | $273,961-75.4% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 7.98% | 56.63%-48.7pp | 47.52%-39.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,048 | $5,170-79.7% | $4,617-77.3% | $4,869-78.5% |
| Participant deferral / active EE | $5,610 | $6,343-11.6% | $5,984-6.3% | $5,287+6.1% |
| Admin fee / account holder | $98 | $9,817-99.0% | $8,357-98.8% | $10,132-99.0% |