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 | $44,592 | $93,346-52.2% | $71,796-37.9% | $273,961-83.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 9.58% | 130.39%-120.8pp | 78.04%-68.5pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,036 | $2,733-62.1% | $1,924-46.2% | $4,869-78.7% |
| Participant deferral / active EE | $2,511 | $3,475-27.7% | $2,794-10.1% | $5,287-52.5% |
| Admin fee / account holder | $9 | $6,571-99.9% | $4,815-99.8% | $10,132-99.9% |