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 | $33,095 | $46,869-29.4% | $122,332-72.9% | $70,131-52.8% |
| Participation rate | 92.5% | 58.2%+34.3pp | 71.6%+20.9pp | 69.5%+23.0pp |
| Annual return | 15.59% | 24.22%-8.6pp | 30.27%-14.7pp | 73.14%-57.5pp |
| Employer contribution / active EE | $374 | $1,288-71.0% | $4,050-90.8% | $2,342-84.1% |
| Participant deferral / active EE | $3,347 | $2,166+54.5% | $3,287+1.8% | $3,332+0.5% |
| Admin fee / account holder | $111 | $3,322-96.7% | $5,478-98.0% | $4,645-97.6% |