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 | $31,411 | $113,339-72.3% | $94,993-66.9% | $147,584-78.7% |
| Participation rate | 88.9% | 78.0%+10.9pp | 73.9%+15.0pp | 82.8%+6.1pp |
| Annual return | 28.14% | 20.77%+7.4pp | 27.12%+1.0pp | 578.55%-550.4pp |
| Employer contribution / active EE | $1,921 | $3,160-39.2% | $2,603-26.2% | $4,876-60.6% |
| Participant deferral / active EE | $2,309 | $3,777-38.9% | $3,317-30.4% | $5,439-57.5% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |