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 | $31,727 | $118,680-73.3% | $98,907-67.9% | $158,922-80.0% |
| Participation rate | 76.9% | 77.8%-0.9pp | 76.0%+0.9pp | 82.0%-5.0pp |
| Annual return | 30.93% | 372.35%-341.4pp | 196.43%-165.5pp | 302.83%-271.9pp |
| Employer contribution / active EE | $1,902 | $3,333-42.9% | $2,689-29.3% | $4,761-60.0% |
| Participant deferral / active EE | $4,778 | $5,088-6.1% | $4,244+12.6% | $5,982-20.1% |
| Admin fee / account holder | $19 | $10,131-99.8% | $6,642-99.7% | $11,246-99.8% |