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 9-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 | $35,551 | $106,515-66.6% | $96,683-63.2% | $139,434-74.5% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.2pp |
| Annual return | 11.78% | 38.43%-26.6pp | 35.69%-23.9pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,518 | $4,103-63.0% | $3,737-59.4% | $4,751-68.1% |
| Participant deferral / active EE | $3,557 | $5,454-34.8% | $4,878-27.1% | $6,710-47.0% |
| Admin fee / account holder | $277 | $7,877-96.5% | $6,730-95.9% | $11,403-97.6% |