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 | $33,916 | $106,890-68.3% | $84,015-59.6% | $152,861-77.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 24.02% | 104.99%-81.0pp | 71.31%-47.3pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,250 | $2,734-54.3% | $1,983-37.0% | $4,762-73.8% |
| Participant deferral / active EE | $5,821 | $4,011+45.1% | $3,239+79.7% | $5,850-0.5% |
| Admin fee / account holder | $31 | $8,285-99.6% | $6,101-99.5% | $11,596-99.7% |