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 | $35,992 | $110,261-67.4% | $95,745-62.4% | $139,434-74.2% |
| Participation rate | 95.7% | 75.8%+19.9pp | 72.3%+23.4pp | 80.3%+15.3pp |
| Annual return | 8.71% | 27.11%-18.4pp | 28.35%-19.6pp | 372.94%-364.2pp |
| Employer contribution / active EE | $4,385 | $3,257+34.6% | $2,835+54.7% | $4,751-7.7% |
| Participant deferral / active EE | $2,745 | $4,676-41.3% | $4,245-35.3% | $6,710-59.1% |
| Admin fee / account holder | $299 | $6,613-95.5% | $5,678-94.7% | $11,403-97.4% |