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 | $33,019 | $112,096-70.5% | $95,952-65.6% | $158,922-79.2% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 37.01% | 171.09%-134.1pp | 91.61%-54.6pp | 302.83%-265.8pp |
| Employer contribution / active EE | $1,761 | $3,198-44.9% | $2,541-30.7% | $4,761-63.0% |
| Participant deferral / active EE | $3,373 | $4,784-29.5% | $4,167-19.0% | $5,982-43.6% |
| Admin fee / account holder | $115 | $10,130-98.9% | $6,795-98.3% | $11,246-99.0% |