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 | $38,368 | $111,754-65.7% | $103,333-62.9% | $145,922-73.7% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-6.9pp |
| Annual return | 11.82% | 24.77%-12.9pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,373 | $4,212-19.9% | $3,868-12.8% | $4,660-27.6% |
| Participant deferral / active EE | $4,462 | $5,619-20.6% | $5,057-11.8% | $6,688-33.3% |
| Admin fee / account holder | $146 | $9,750-98.5% | $8,355-98.3% | $13,397-98.9% |