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 | $41,760 | $105,181-60.3% | $159,436-73.8% | $85,850-51.4% |
| Participation rate | 82.2% | 75.8%+6.4pp | 82.8%-0.6pp | 69.3%+12.9pp |
| Annual return | 23.38% | 45.07%-21.7pp | 263.57%-240.2pp | 318.53%-295.2pp |
| Employer contribution / active EE | $1,333 | $3,318-59.8% | $4,829-72.4% | $2,565-48.0% |
| Participant deferral / active EE | $4,160 | $5,945-30.0% | $7,352-43.4% | $3,952+5.3% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |