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 | $34,941 | $100,773-65.3% | $88,946-60.7% | $142,382-75.5% |
| Participation rate | 84.6% | 74.3%+10.3pp | 68.8%+15.8pp | 80.1%+4.5pp |
| Annual return | 17.45% | 70.18%-52.7pp | 57.82%-40.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,672 | $2,918+25.8% | $2,555+43.7% | $4,299-14.6% |
| Participant deferral / active EE | $2,385 | $5,230-54.4% | $4,581-47.9% | $6,507-63.4% |
| Admin fee / account holder | $11 | $9,693-99.9% | $8,261-99.9% | $12,624-99.9% |