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 | $39,424 | $65,365-39.7% | $92,893-57.6% | $72,985-46.0% |
| Participation rate | 71.4% | 68.3%+3.1pp | 76.0%-4.6pp | 69.5%+1.9pp |
| Annual return | 24.53% | 42.10%-17.6pp | 109.41%-84.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,580 | $2,594-39.1% | $3,653-56.7% | $2,440-35.2% |
| Participant deferral / active EE | $2,941 | $3,128-6.0% | $4,236-30.6% | $3,607-18.5% |
| Admin fee / account holder | $18 | $4,251-99.6% | $5,794-99.7% | $5,124-99.7% |