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 | $37,757 | $84,233-55.2% | $170,442-77.8% | $70,131-46.2% |
| Participation rate | 83.9% | 70.8%+13.0pp | 83.6%+0.3pp | 69.5%+14.3pp |
| Annual return | 45.74% | 23.06%+22.7pp | 205.93%-160.2pp | 73.14%-27.4pp |
| Employer contribution / active EE | $1,811 | $3,387-46.5% | $5,433-66.7% | $2,342-22.7% |
| Participant deferral / active EE | $3,526 | $3,086+14.3% | $4,939-28.6% | $3,332+5.8% |
| Admin fee / account holder | $272 | $5,698-95.2% | $13,880-98.0% | $4,645-94.2% |