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 | $38,349 | $135,952-71.8% | $123,892-69.0% | $273,961-86.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.81% | 56.63%-46.8pp | 47.52%-37.7pp | 41.45%-31.6pp |
| Employer contribution / active EE | $4,053 | $5,170-21.6% | $4,617-12.2% | $4,869-16.7% |
| Participant deferral / active EE | $5,845 | $6,343-7.8% | $5,984-2.3% | $5,287+10.6% |
| Admin fee / account holder | $46 | $9,817-99.5% | $8,357-99.5% | $10,132-99.5% |