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 | $40,535 | $157,256-74.2% | $141,162-71.3% | $152,861-73.5% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.4%-1.2pp |
| Annual return | 23.14% | 64.32%-41.2pp | 71.39%-48.2pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,446 | $5,261-72.5% | $4,735-69.5% | $4,762-69.6% |
| Participant deferral / active EE | $4,233 | $7,109-40.5% | $6,709-36.9% | $5,850-27.6% |
| Admin fee / account holder | $104 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |