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 | $40,384 | $107,334-62.4% | $92,893-56.5% | $152,861-73.6% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 17.44% | 145.58%-128.1pp | 109.41%-92.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,538 | $4,221-63.6% | $3,653-57.9% | $4,762-67.7% |
| Participant deferral / active EE | $2,266 | $4,845-53.2% | $4,236-46.5% | $5,850-61.3% |
| Admin fee / account holder | $244 | $7,079-96.5% | $5,794-95.8% | $11,596-97.9% |