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 5-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 | $34,939 | $99,877-65.0% | $84,966-58.9% | $145,922-76.1% |
| Participation rate | 76.9% | 74.1%+2.8pp | 67.5%+9.4pp | 80.3%-3.4pp |
| Annual return | 18.39% | 83.76%-65.4pp | 66.38%-48.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,782 | $3,231-44.9% | $2,727-34.7% | $4,660-61.8% |
| Participant deferral / active EE | $6,959 | $5,291+31.5% | $4,519+54.0% | $6,688+4.1% |
| Admin fee / account holder | $20 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |