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 | $31,875 | $102,966-69.0% | $90,281-64.7% | $152,861-79.1% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 18.85% | 95.16%-76.3pp | 78.10%-59.2pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,303 | $3,139-58.5% | $2,854-54.3% | $4,762-72.6% |
| Participant deferral / active EE | $1,303 | $4,281-69.6% | $3,885-66.5% | $5,850-77.7% |
| Admin fee / account holder | $11 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |