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 | $27,444 | $80,717-66.0% | $154,803-82.3% | $84,808-67.6% |
| Participation rate | 72.0% | 66.8%+5.2pp | 78.1%-6.1pp | 68.3%+3.7pp |
| Annual return | 19.15% | 37.96%-18.8pp | 58.88%-39.7pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,770 | $2,761-35.9% | $4,305-58.9% | $2,631-32.7% |
| Participant deferral / active EE | $3,691 | $3,303+11.7% | $5,540-33.4% | $4,212-12.4% |
| Admin fee / account holder | $265 | $6,746-96.1% | $14,329-98.1% | $7,344-96.4% |