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 | $38,873 | $117,983-67.1% | $101,794-61.8% | $142,382-72.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 14.58% | 36.92%-22.3pp | 30.53%-15.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,457 | $2,773-11.4% | $2,289+7.3% | $4,299-42.9% |
| Participant deferral / active EE | $3,115 | $4,714-33.9% | $4,084-23.7% | $6,507-52.1% |
| Admin fee / account holder | $83 | $10,433-99.2% | $8,777-99.1% | $12,624-99.3% |