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 | $35,006 | $102,966-66.0% | $90,281-61.2% | $152,861-77.1% |
| Participation rate | 81.3% | 75.9%+5.4pp | 73.3%+8.0pp | 82.4%-1.2pp |
| Annual return | 19.50% | 95.16%-75.7pp | 78.10%-58.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,176 | $3,139-62.5% | $2,854-58.8% | $4,762-75.3% |
| Participant deferral / active EE | $3,028 | $4,281-29.3% | $3,885-22.1% | $5,850-48.2% |
| Admin fee / account holder | $210 | $6,171-96.6% | $5,351-96.1% | $11,596-98.2% |