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 | $36,447 | $113,339-67.8% | $94,993-61.6% | $147,584-75.3% |
| Participation rate | 87.5% | 78.0%+9.5pp | 73.9%+13.6pp | 82.8%+4.7pp |
| Annual return | 15.37% | 20.77%-5.4pp | 27.12%-11.8pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,221 | $3,160-61.4% | $2,603-53.1% | $4,876-75.0% |
| Participant deferral / active EE | $3,502 | $3,777-7.3% | $3,317+5.6% | $5,439-35.6% |
| Admin fee / account holder | $224 | $6,063-96.3% | $4,960-95.5% | $10,885-97.9% |