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 | $29,431 | $176,056-83.3% | $159,436-81.5% | $167,490-82.4% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 10.34% | 331.75%-321.4pp | 263.57%-253.2pp | 478.56%-468.2pp |
| Employer contribution / active EE | $2,622 | $5,297-50.5% | $4,829-45.7% | $4,837-45.8% |
| Participant deferral / active EE | $5,497 | $7,750-29.1% | $7,352-25.2% | $6,341-13.3% |
| Admin fee / account holder | $272 | $12,554-97.8% | $10,799-97.5% | $12,309-97.8% |