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 | $36,887 | $112,881-67.3% | $90,951-59.4% | $158,922-76.8% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | 15.08% | 215.79%-200.7pp | 134.60%-119.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,124 | $2,893-61.2% | $2,122-47.0% | $4,761-76.4% |
| Participant deferral / active EE | $1,834 | $4,128-55.6% | $3,373-45.6% | $5,982-69.3% |
| Admin fee / account holder | $122 | $8,041-98.5% | $5,959-98.0% | $11,246-98.9% |