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 | $39,285 | $168,632-76.7% | $147,614-73.4% | $125,391-68.7% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | 0.89% | 77.65%-76.8pp | 61.98%-61.1pp | 282.22%-281.3pp |
| Employer contribution / active EE | $5,166 | $6,252-17.4% | $5,564-7.2% | $4,866+6.2% |
| Participant deferral / active EE | $4,326 | $5,507-21.4% | $4,895-11.6% | $5,352-19.2% |
| Admin fee / account holder | $84 | $13,580-99.4% | $11,611-99.3% | $9,540-99.1% |