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 | $34,444 | $99,652-65.4% | $78,778-56.3% | $147,584-76.7% |
| Participation rate | 73.3% | 76.2%-2.9pp | 69.2%+4.1pp | 82.8%-9.5pp |
| Annual return | 9.42% | 47.28%-37.9pp | 35.62%-26.2pp | 578.55%-569.1pp |
| Employer contribution / active EE | $1,065 | $2,796-61.9% | $1,986-46.4% | $4,876-78.2% |
| Participant deferral / active EE | $1,310 | $3,664-64.2% | $2,958-55.7% | $5,439-75.9% |
| Admin fee / account holder | $1 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |