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 | $36,465 | $135,952-73.2% | $123,892-70.6% | $273,961-86.7% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 7.82% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,587 | $5,170-69.3% | $4,617-65.6% | $4,869-67.4% |
| Participant deferral / active EE | $2,276 | $6,343-64.1% | $5,984-62.0% | $5,287-57.0% |
| Admin fee / account holder | $39 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |