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 | $37,449 | $105,859-64.6% | $90,160-58.5% | $147,584-74.6% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 20.91% | 37.63%-16.7pp | 34.88%-14.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,247 | $4,126-45.5% | $3,318-32.3% | $4,876-53.9% |
| Participant deferral / active EE | $5,324 | $5,733-7.1% | $5,288+0.7% | $5,439-2.1% |
| Admin fee / account holder | $263 | $8,046-96.7% | $5,943-95.6% | $10,885-97.6% |