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 | $38,980 | $112,881-65.5% | $90,951-57.1% | $158,922-75.5% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 16.42% | 215.79%-199.4pp | 134.60%-118.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,552 | $2,893-46.4% | $2,122-26.9% | $4,761-67.4% |
| Participant deferral / active EE | $5,727 | $4,128+38.8% | $3,373+69.8% | $5,982-4.3% |
| Admin fee / account holder | $292 | $8,041-96.4% | $5,959-95.1% | $11,246-97.4% |