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 | $32,811 | $104,907-68.7% | $84,611-61.2% | $152,861-78.5% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 21.79% | 373.79%-352.0pp | 258.74%-237.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,642 | $3,302-50.3% | $2,652-38.1% | $4,762-65.5% |
| Participant deferral / active EE | $3,173 | $4,688-32.3% | $3,899-18.6% | $5,850-45.8% |
| Admin fee / account holder | $248 | $6,241-96.0% | $4,912-94.9% | $11,596-97.9% |