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 | $37,803 | $107,334-64.8% | $92,893-59.3% | $152,861-75.3% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 27.80% | 145.58%-117.8pp | 109.41%-81.6pp | 345.32%-317.5pp |
| Employer contribution / active EE | $2,044 | $4,221-51.6% | $3,653-44.1% | $4,762-57.1% |
| Participant deferral / active EE | $5,035 | $4,845+3.9% | $4,236+18.9% | $5,850-13.9% |
| Admin fee / account holder | $63 | $7,079-99.1% | $5,794-98.9% | $11,596-99.5% |