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 | $34,415 | $66,402-48.2% | $109,895-68.7% | $85,850-59.9% |
| Participation rate | 92.7% | 63.9%+28.8pp | 74.2%+18.5pp | 69.3%+23.4pp |
| Annual return | 14.26% | 19.59%-5.3pp | 29.45%-15.2pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,154 | $1,687-31.6% | $2,842-59.4% | $2,565-55.0% |
| Participant deferral / active EE | $2,557 | $2,842-10.0% | $4,048-36.8% | $3,952-35.3% |
| Admin fee / account holder | $290 | $4,557-93.6% | $6,066-95.2% | $6,260-95.4% |