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 | $33,473 | $157,256-78.7% | $141,162-76.3% | $152,861-78.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 20.36% | 64.32%-44.0pp | 71.39%-51.0pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,062 | $5,261-41.8% | $4,735-35.3% | $4,762-35.7% |
| Participant deferral / active EE | $3,712 | $7,109-47.8% | $6,709-44.7% | $5,850-36.6% |
| Admin fee / account holder | $97 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |