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 | $32,585 | $98,240-66.8% | $82,313-60.4% | $147,584-77.9% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.6pp | 82.8%-9.5pp |
| Annual return | 21.67% | 30.85%-9.2pp | 25.88%-4.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $2,068 | $3,192-35.2% | $2,428-14.8% | $4,876-57.6% |
| Participant deferral / active EE | $4,771 | $4,383+8.9% | $3,706+28.7% | $5,439-12.3% |
| Admin fee / account holder | $275 | $8,563-96.8% | $5,608-95.1% | $10,885-97.5% |