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 | $30,707 | $159,602-80.8% | $150,045-79.5% | $142,382-78.4% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.3%+1.9pp | 80.1%+4.1pp |
| Annual return | 39.06% | 70.24%-31.2pp | 62.55%-23.5pp | 217.08%-178.0pp |
| Employer contribution / active EE | $2,878 | $4,961-42.0% | $4,693-38.7% | $4,299-33.1% |
| Participant deferral / active EE | $4,507 | $8,310-45.8% | $7,997-43.6% | $6,507-30.7% |
| Admin fee / account holder | $209 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |