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 | $35,491 | $135,952-73.9% | $123,892-71.4% | $273,961-87.0% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 7.14% | 56.63%-49.5pp | 47.52%-40.4pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,930 | $5,170-62.7% | $4,617-58.2% | $4,869-60.4% |
| Participant deferral / active EE | $2,355 | $6,343-62.9% | $5,984-60.6% | $5,287-55.5% |
| Admin fee / account holder | $13 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |