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 | $34,462 | $113,339-69.6% | $94,993-63.7% | $147,584-76.6% |
| Participation rate | 87.5% | 78.0%+9.5pp | 73.9%+13.6pp | 82.8%+4.7pp |
| Annual return | 14.15% | 20.77%-6.6pp | 27.12%-13.0pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,345 | $3,160-25.8% | $2,603-9.9% | $4,876-51.9% |
| Participant deferral / active EE | $2,693 | $3,777-28.7% | $3,317-18.8% | $5,439-50.5% |
| Admin fee / account holder | $110 | $6,063-98.2% | $4,960-97.8% | $10,885-99.0% |