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 | $33,464 | $85,766-61.0% | $136,294-75.4% | $70,131-52.3% |
| Participation rate | 78.1% | 74.2%+4.0pp | 81.9%-3.8pp | 69.5%+8.6pp |
| Annual return | 20.70% | 31.45%-10.8pp | 5155.94%-5135.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $2,447 | $2,966-17.5% | $4,695-47.9% | $2,342+4.5% |
| Participant deferral / active EE | $4,005 | $5,051-20.7% | $6,247-35.9% | $3,332+20.2% |
| Admin fee / account holder | $5 | $5,420-99.9% | $9,243-99.9% | $4,645-99.9% |