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 | $30,789 | $109,327-71.8% | $89,391-65.6% | $158,922-80.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 16.71% | 345.68%-329.0pp | 245.62%-228.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,130 | $3,170-64.3% | $2,586-56.3% | $4,761-76.3% |
| Participant deferral / active EE | $3,101 | $4,598-32.6% | $3,890-20.3% | $5,982-48.2% |
| Admin fee / account holder | $7 | $6,153-99.9% | $4,881-99.9% | $11,246-99.9% |