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 | $34,568 | $115,770-70.1% | $101,248-65.9% | $158,922-78.2% |
| Participation rate | 77.3% | 79.4%-2.1pp | 75.8%+1.5pp | 82.0%-4.7pp |
| Annual return | 21.79% | 56.14%-34.3pp | 46.47%-24.7pp | 302.83%-281.0pp |
| Employer contribution / active EE | $5,201 | $4,175+24.6% | $3,660+42.1% | $4,761+9.2% |
| Participant deferral / active EE | $3,650 | $4,957-26.4% | $4,370-16.5% | $5,982-39.0% |
| Admin fee / account holder | $122 | $7,245-98.3% | $5,945-98.0% | $11,246-98.9% |