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 6-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 | $33,114 | $86,286-61.6% | $111,297-70.2% | $85,850-61.4% |
| Participation rate | 96.7% | 73.3%+23.3pp | 77.3%+19.4pp | 69.3%+27.4pp |
| Annual return | 18.90% | 19.99%-1.1pp | 54.65%-35.7pp | 318.53%-299.6pp |
| Employer contribution / active EE | $3,510 | $2,043+71.8% | $2,731+28.5% | $2,565+36.8% |
| Participant deferral / active EE | $8,652 | $3,641+137.6% | $4,487+92.8% | $3,952+118.9% |
| Admin fee / account holder | $121 | $8,188-98.5% | $7,964-98.5% | $6,260-98.1% |