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 | $35,634 | $109,327-67.4% | $89,391-60.1% | $158,922-77.6% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.0%+13.3pp | 82.0%-0.7pp |
| Annual return | 18.33% | 345.68%-327.3pp | 245.62%-227.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,770 | $3,170-12.6% | $2,586+7.1% | $4,761-41.8% |
| Participant deferral / active EE | $3,020 | $4,598-34.3% | $3,890-22.4% | $5,982-49.5% |
| Admin fee / account holder | $37 | $6,153-99.4% | $4,881-99.2% | $11,246-99.7% |