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 | $30,459 | $165,335-81.6% | $149,696-79.7% | $158,922-80.8% |
| Participation rate | 87.0% | 84.6%+2.4pp | 82.5%+4.5pp | 82.0%+5.0pp |
| Annual return | 24.82% | 348.15%-323.3pp | 276.60%-251.8pp | 302.83%-278.0pp |
| Employer contribution / active EE | $3,979 | $5,103-22.0% | $4,644-14.3% | $4,761-16.4% |
| Participant deferral / active EE | $4,479 | $7,181-37.6% | $6,842-34.5% | $5,982-25.1% |
| Admin fee / account holder | $114 | $10,807-98.9% | $9,309-98.8% | $11,246-99.0% |