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 | $33,821 | $149,679-77.4% | $117,039-71.1% | $147,584-77.1% |
| Participation rate | 86.7% | 83.5%+3.2pp | 77.2%+9.5pp | 82.8%+3.8pp |
| Annual return | 16.34% | 19.31%-3.0pp | 18.95%-2.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,594 | $4,937-67.7% | $3,785-57.9% | $4,876-67.3% |
| Participant deferral / active EE | $2,872 | $4,912-41.5% | $3,929-26.9% | $5,439-47.2% |
| Admin fee / account holder | $156 | $7,856-98.0% | $5,974-97.4% | $10,885-98.6% |