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 | $30,621 | $108,172-71.7% | $77,482-60.5% | $158,922-80.7% |
| Participation rate | 72.7% | 64.4%+8.3pp | 54.2%+18.5pp | 82.0%-9.2pp |
| Annual return | 21.83% | 31.67%-9.8pp | 54.79%-33.0pp | 302.83%-281.0pp |
| Employer contribution / active EE | $1,763 | $1,325+33.1% | $986+78.8% | $4,761-63.0% |
| Participant deferral / active EE | $7,577 | $2,456+208.5% | $1,861+307.1% | $5,982+26.7% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |