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 | $38,329 | $124,281-69.2% | $109,143-64.9% | $167,490-77.1% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 33.69% | 26.04%+7.7pp | 25.75%+7.9pp | 478.56%-444.9pp |
| Employer contribution / active EE | $1,597 | $4,207-62.0% | $3,722-57.1% | $4,837-67.0% |
| Participant deferral / active EE | $3,111 | $5,255-40.8% | $4,653-33.1% | $6,341-50.9% |
| Admin fee / account holder | $230 | $7,970-97.1% | $6,752-96.6% | $12,309-98.1% |