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 | $32,270 | $157,256-79.5% | $141,162-77.1% | $152,861-78.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 20.84% | 64.32%-43.5pp | 71.39%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,166 | $5,261-77.8% | $4,735-75.4% | $4,762-75.5% |
| Participant deferral / active EE | $5,046 | $7,109-29.0% | $6,709-24.8% | $5,850-13.8% |
| Admin fee / account holder | $97 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |