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 | $32,161 | $165,335-80.5% | $149,696-78.5% | $158,922-79.8% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 22.30% | 348.15%-325.8pp | 276.60%-254.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,038 | $5,103-60.1% | $4,644-56.1% | $4,761-57.2% |
| Participant deferral / active EE | $5,448 | $7,181-24.1% | $6,842-20.4% | $5,982-8.9% |
| Admin fee / account holder | $7 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |