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 | $36,043 | $109,881-67.2% | $150,045-76.0% | $84,808-57.5% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 19.85% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,637 | $3,561-26.0% | $4,693-43.8% | $2,631+0.2% |
| Participant deferral / active EE | $5,386 | $6,636-18.8% | $7,997-32.7% | $4,212+27.9% |
| Admin fee / account holder | $296 | $8,568-96.5% | $13,435-97.8% | $7,344-96.0% |