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 | $34,732 | $105,859-67.2% | $90,160-61.5% | $147,584-76.5% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 20.53% | 37.63%-17.1pp | 34.88%-14.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,795 | $4,126-56.5% | $3,318-45.9% | $4,876-63.2% |
| Participant deferral / active EE | $2,291 | $5,733-60.0% | $5,288-56.7% | $5,439-57.9% |
| Admin fee / account holder | $13 | $8,046-99.8% | $5,943-99.8% | $10,885-99.9% |