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 7-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 | $32,971 | $45,863-28.1% | $77,024-57.2% | $68,494-51.9% |
| Participation rate | 70.0% | 55.9%+14.1pp | 67.9%+2.1pp | 67.9%+2.1pp |
| Annual return | 12.92% | 1.72%+11.2pp | 42.32%-29.4pp | -7.84%+20.8pp |
| Employer contribution / active EE | $4,750 | $1,650+188.0% | $2,812+68.9% | $2,596+83.0% |
| Participant deferral / active EE | $6,572 | $2,962+121.9% | $4,426+48.5% | $4,027+63.2% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |