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 | $31,704 | $117,841-73.1% | $102,423-69.0% | $145,922-78.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 9.45% | 31.65%-22.2pp | 29.32%-19.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,696 | $3,615-53.1% | $3,023-43.9% | $4,660-63.6% |
| Participant deferral / active EE | $3,126 | $5,731-45.5% | $5,053-38.1% | $6,688-53.3% |
| Admin fee / account holder | $209 | $13,326-98.4% | $9,451-97.8% | $13,397-98.4% |