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 4-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 | $30,224 | $114,381-73.6% | $107,525-71.9% | $142,382-78.8% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 22.38% | 242.71%-220.3pp | 181.32%-158.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,987 | $4,015-25.6% | $3,754-20.4% | $4,299-30.5% |
| Participant deferral / active EE | $4,735 | $5,564-14.9% | $5,116-7.4% | $6,507-27.2% |
| Admin fee / account holder | $190 | $9,860-98.1% | $8,919-97.9% | $12,624-98.5% |