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 7-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 | $32,540 | $214,378-84.8% | $200,582-83.8% | $142,382-77.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 22.55% | 46.41%-23.9pp | 42.33%-19.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,417 | $6,841-64.7% | $6,419-62.4% | $4,299-43.8% |
| Participant deferral / active EE | $11,500 | $9,865+16.6% | $9,331+23.2% | $6,507+76.7% |
| Admin fee / account holder | $113 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |