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 | $37,991 | $46,869-18.9% | $122,332-68.9% | $70,131-45.8% |
| Participation rate | 76.9% | 58.2%+18.7pp | 71.6%+5.3pp | 69.5%+7.4pp |
| Annual return | 15.60% | 24.22%-8.6pp | 30.27%-14.7pp | 73.14%-57.5pp |
| Employer contribution / active EE | $811 | $1,288-37.0% | $4,050-80.0% | $2,342-65.4% |
| Participant deferral / active EE | $2,390 | $2,166+10.3% | $3,287-27.3% | $3,332-28.3% |
| Admin fee / account holder | $49 | $3,322-98.5% | $5,478-99.1% | $4,645-99.0% |