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 | $36,763 | $59,839-38.6% | $81,983-55.2% | $79,858-54.0% |
| Participation rate | 86.2% | 61.6%+24.6pp | 69.2%+17.0pp | 69.6%+16.6pp |
| Annual return | 44.05% | 17.56%+26.5pp | 41.31%+2.7pp | 31.71%+12.3pp |
| Employer contribution / active EE | $517 | $1,713-69.8% | $2,498-79.3% | $2,471-79.1% |
| Participant deferral / active EE | $2,677 | $2,695-0.7% | $3,722-28.1% | $3,740-28.4% |
| Admin fee / account holder | $162 | $4,287-96.2% | $5,664-97.1% | $5,306-96.9% |