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 | $31,951 | $159,602-80.0% | $150,045-78.7% | $142,382-77.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 15.11% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $939 | $4,961-81.1% | $4,693-80.0% | $4,299-78.2% |
| Participant deferral / active EE | $2,642 | $8,310-68.2% | $7,997-67.0% | $6,507-59.4% |
| Admin fee / account holder | $257 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |