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 | $40,611 | $77,634-47.7% | $156,549-74.1% | $62,891-35.4% |
| Participation rate | 75.8% | 71.2%+4.6pp | 84.0%-8.3pp | 69.3%+6.5pp |
| Annual return | 8.45% | 50.32%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,817 | $3,444+10.8% | $5,501-30.6% | $2,281+67.3% |
| Participant deferral / active EE | $2,465 | $3,045-19.1% | $4,871-49.4% | $3,203-23.0% |
| Admin fee / account holder | $126 | $5,561-97.7% | $13,027-99.0% | $4,296-97.1% |