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 | $32,059 | $165,335-80.6% | $149,696-78.6% | $158,922-79.8% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 23.63% | 348.15%-324.5pp | 276.60%-253.0pp | 302.83%-279.2pp |
| Employer contribution / active EE | $2,987 | $5,103-41.5% | $4,644-35.7% | $4,761-37.3% |
| Participant deferral / active EE | $3,307 | $7,181-53.9% | $6,842-51.7% | $5,982-44.7% |
| Admin fee / account holder | $254 | $10,807-97.6% | $9,309-97.3% | $11,246-97.7% |