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 | $33,038 | $54,705-39.6% | $71,209-53.6% | $84,808-61.0% |
| Participation rate | 80.6% | 64.1%+16.6pp | 73.8%+6.9pp | 68.3%+12.3pp |
| Annual return | 20.21% | 35.90%-15.7pp | 282.51%-262.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,725 | $2,158-20.1% | $2,721-36.6% | $2,631-34.4% |
| Participant deferral / active EE | $3,656 | $3,030+20.6% | $4,175-12.4% | $4,212-13.2% |
| Admin fee / account holder | $222 | $4,863-95.4% | $5,349-95.8% | $7,344-97.0% |