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 8-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 | $32,826 | $115,708-71.6% | $65,255-49.7% | $139,434-76.5% |
| Participation rate | 81.3% | 67.8%+13.4pp | 65.0%+16.3pp | 80.3%+0.9pp |
| Annual return | 12.78% | 31.19%-18.4pp | 47.35%-34.6pp | 372.94%-360.2pp |
| Employer contribution / active EE | $3,641 | $2,599+40.1% | $1,691+115.3% | $4,751-23.4% |
| Participant deferral / active EE | $5,628 | $4,240+32.7% | $2,831+98.8% | $6,710-16.1% |
| Admin fee / account holder | $97 | $6,698-98.6% | $4,112-97.7% | $11,403-99.2% |