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 | $25,735 | $101,069-74.5% | $81,478-68.4% | $147,584-82.6% |
| Participation rate | 94.1% | 74.5%+19.7pp | 68.0%+26.2pp | 82.8%+11.3pp |
| Annual return | 17.30% | 32.40%-15.1pp | 38.78%-21.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,306 | $3,205-59.2% | $2,568-49.1% | $4,876-73.2% |
| Participant deferral / active EE | $3,938 | $4,242-7.2% | $3,537+11.4% | $5,439-27.6% |
| Admin fee / account holder | $199 | $5,812-96.6% | $4,561-95.6% | $10,885-98.2% |