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 | $35,465 | $91,190-61.1% | $178,490-80.1% | $79,858-55.6% |
| Participation rate | 80.4% | 69.2%+11.2pp | 81.9%-1.5pp | 69.6%+10.8pp |
| Annual return | 19.12% | 24.19%-5.1pp | 151.07%-132.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,405 | $3,256-56.8% | $5,011-72.0% | $2,471-43.1% |
| Participant deferral / active EE | $2,650 | $3,236-18.1% | $5,202-49.1% | $3,740-29.2% |
| Admin fee / account holder | $287 | $6,751-95.7% | $13,984-97.9% | $5,306-94.6% |