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 | $32,148 | $45,035-28.6% | $62,995-49.0% | $70,131-54.2% |
| Participation rate | 97.7% | 69.5%+28.2pp | 74.8%+22.9pp | 69.5%+28.1pp |
| Annual return | 22.95% | 18.76%+4.2pp | 87.57%-64.6pp | 73.14%-50.2pp |
| Employer contribution / active EE | $6,213 | $2,051+202.9% | $2,759+125.2% | $2,342+165.2% |
| Participant deferral / active EE | $6,858 | $2,465+178.3% | $3,329+106.0% | $3,332+105.8% |
| Admin fee / account holder | $132 | $2,834-95.4% | $3,600-96.3% | $4,645-97.2% |