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 | $35,471 | $99,985-64.5% | $146,665-75.8% | $85,850-58.7% |
| Participation rate | 92.0% | 73.1%+18.9pp | 80.1%+11.9pp | 69.3%+22.7pp |
| Annual return | 13.38% | 18.93%-5.6pp | 22.74%-9.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,244 | $2,559-51.4% | $4,136-69.9% | $2,565-51.5% |
| Participant deferral / active EE | $3,354 | $4,006-16.3% | $5,506-39.1% | $3,952-15.1% |
| Admin fee / account holder | $210 | $7,702-97.3% | $10,280-98.0% | $6,260-96.6% |