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 8-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 | $31,210 | $109,982-71.6% | $97,226-67.9% | $145,922-78.6% |
| Participation rate | 86.4% | 75.9%+10.4pp | 72.7%+13.7pp | 80.3%+6.1pp |
| Annual return | 12.37% | 242.90%-230.5pp | 75.13%-62.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $710 | $3,084-77.0% | $2,729-74.0% | $4,660-84.8% |
| Participant deferral / active EE | $2,492 | $4,676-46.7% | $4,264-41.5% | $6,688-62.7% |
| Admin fee / account holder | $208 | $6,221-96.7% | $5,654-96.3% | $13,397-98.4% |