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 | $33,259 | $102,616-67.6% | $81,983-59.4% | $158,922-79.1% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 13.47% | 61.04%-47.6pp | 41.31%-27.8pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,629 | $3,240-49.7% | $2,498-34.8% | $4,761-65.8% |
| Participant deferral / active EE | $3,151 | $4,648-32.2% | $3,722-15.4% | $5,982-47.3% |
| Admin fee / account holder | $292 | $8,235-96.4% | $5,664-94.8% | $11,246-97.4% |