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 | $43,782 | $77,419-43.4% | $69,455-37.0% | $152,861-71.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 74.6%+8.7pp | 82.4%+0.9pp |
| Annual return | 24.71% | 39.06%-14.4pp | 28.97%-4.3pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,836 | $3,315-44.6% | $2,779-33.9% | $4,762-61.4% |
| Participant deferral / active EE | $8,165 | $4,414+85.0% | $3,535+130.9% | $5,850+39.6% |
| Admin fee / account holder | $292 | $6,207-95.3% | $3,839-92.4% | $11,596-97.5% |