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 | $33,119 | $165,335-80.0% | $149,696-77.9% | $158,922-79.2% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 19.95% | 348.15%-328.2pp | 276.60%-256.6pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,169 | $5,103-77.1% | $4,644-74.8% | $4,761-75.4% |
| Participant deferral / active EE | $2,393 | $7,181-66.7% | $6,842-65.0% | $5,982-60.0% |
| Admin fee / account holder | $18 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |