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 | $37,021 | $93,346-60.3% | $71,796-48.4% | $273,961-86.5% |
| Participation rate | 70.8% | 76.5%-5.7pp | 69.1%+1.7pp | 83.0%-12.2pp |
| Annual return | 11.81% | 130.39%-118.6pp | 78.04%-66.2pp | 41.45%-29.6pp |
| Employer contribution / active EE | $1,134 | $2,733-58.5% | $1,924-41.1% | $4,869-76.7% |
| Participant deferral / active EE | $2,836 | $3,475-18.4% | $2,794+1.5% | $5,287-46.4% |
| Admin fee / account holder | $160 | $6,571-97.6% | $4,815-96.7% | $10,132-98.4% |