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 | $39,302 | $127,065-69.1% | $113,168-65.3% | $142,382-72.4% |
| Participation rate | 86.4% | 79.2%+7.2pp | 76.6%+9.8pp | 80.1%+6.2pp |
| Annual return | 14.90% | 24.03%-9.1pp | 24.27%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,775 | $3,442-48.4% | $2,975-40.3% | $4,299-58.7% |
| Participant deferral / active EE | $4,390 | $5,716-23.2% | $5,107-14.0% | $6,507-32.5% |
| Admin fee / account holder | $266 | $15,736-98.3% | $12,068-97.8% | $12,624-97.9% |