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 | $26,647 | $96,484-72.4% | $75,886-64.9% | $152,861-82.6% |
| Participation rate | 78.9% | 76.2%+2.8pp | 69.3%+9.7pp | 82.4%-3.5pp |
| Annual return | 27.52% | 33.98%-6.5pp | 30.76%-3.2pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,855 | $3,309-43.9% | $2,500-25.8% | $4,762-61.0% |
| Participant deferral / active EE | $5,717 | $4,553+25.6% | $3,603+58.7% | $5,850-2.3% |
| Admin fee / account holder | $60 | $8,078-99.3% | $5,418-98.9% | $11,596-99.5% |