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 | $40,599 | $124,281-67.3% | $109,143-62.8% | $167,490-75.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 12.51% | 26.04%-13.5pp | 25.75%-13.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $966 | $4,207-77.0% | $3,722-74.1% | $4,837-80.0% |
| Participant deferral / active EE | $5,200 | $5,255-1.0% | $4,653+11.8% | $6,341-18.0% |
| Admin fee / account holder | $27 | $7,970-99.7% | $6,752-99.6% | $12,309-99.8% |