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 | $29,103 | $74,888-61.1% | $71,209-59.1% | $142,382-79.6% |
| Participation rate | 79.2% | 76.2%+2.9pp | 73.8%+5.4pp | 80.1%-1.0pp |
| Annual return | 15.12% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,903 | $2,854-33.3% | $2,721-30.0% | $4,299-55.7% |
| Participant deferral / active EE | $2,569 | $4,454-42.3% | $4,175-38.5% | $6,507-60.5% |
| Admin fee / account holder | $232 | $5,568-95.8% | $5,349-95.7% | $12,624-98.2% |