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 | $34,563 | $87,733-60.6% | $106,548-67.6% | $85,850-59.7% |
| Participation rate | 84.5% | 71.9%+12.6pp | 76.1%+8.4pp | 69.3%+15.2pp |
| Annual return | 21.24% | 21.86%-0.6pp | 26.80%-5.6pp | 318.53%-297.3pp |
| Employer contribution / active EE | $4,229 | $2,073+104.0% | $2,819+50.0% | $2,565+64.9% |
| Participant deferral / active EE | $3,259 | $3,469-6.1% | $4,398-25.9% | $3,952-17.5% |
| Admin fee / account holder | $298 | $6,767-95.6% | $7,407-96.0% | $6,260-95.2% |