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 9-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 | $33,144 | $115,770-71.4% | $101,248-67.3% | $158,922-79.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 52.56% | 56.14%-3.6pp | 46.47%+6.1pp | 302.83%-250.3pp |
| Employer contribution / active EE | $2,181 | $4,175-47.8% | $3,660-40.4% | $4,761-54.2% |
| Participant deferral / active EE | $5,666 | $4,957+14.3% | $4,370+29.6% | $5,982-5.3% |
| Admin fee / account holder | $115 | $7,245-98.4% | $5,945-98.1% | $11,246-99.0% |