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 | $34,681 | $165,335-79.0% | $149,696-76.8% | $158,922-78.2% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 28.26% | 348.15%-319.9pp | 276.60%-248.3pp | 302.83%-274.6pp |
| Employer contribution / active EE | $1,096 | $5,103-78.5% | $4,644-76.4% | $4,761-77.0% |
| Participant deferral / active EE | $5,494 | $7,181-23.5% | $6,842-19.7% | $5,982-8.2% |
| Admin fee / account holder | $180 | $10,807-98.3% | $9,309-98.1% | $11,246-98.4% |