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 9-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 | $31,025 | $118,919-73.9% | $88,538-65.0% | $152,861-79.7% |
| Participation rate | 85.7% | 73.4%+12.3pp | 68.7%+17.0pp | 82.4%+3.3pp |
| Annual return | 20.18% | 47.92%-27.7pp | 43.64%-23.5pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,037 | $2,669-61.1% | $2,098-50.6% | $4,762-78.2% |
| Participant deferral / active EE | $5,425 | $3,549+52.9% | $2,914+86.2% | $5,850-7.3% |
| Admin fee / account holder | $21 | $5,876-99.6% | $4,310-99.5% | $11,596-99.8% |