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 | $37,206 | $100,773-63.1% | $88,946-58.2% | $142,382-73.9% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 17.78% | 70.18%-52.4pp | 57.82%-40.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,416 | $2,918-51.5% | $2,555-44.6% | $4,299-67.1% |
| Participant deferral / active EE | $3,373 | $5,230-35.5% | $4,581-26.4% | $6,507-48.2% |
| Admin fee / account holder | $15 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |