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 | $37,071 | $105,859-65.0% | $90,160-58.9% | $147,584-74.9% |
| Participation rate | 76.9% | 79.7%-2.8pp | 76.9%0pp | 82.8%-5.9pp |
| Annual return | 19.68% | 37.63%-17.9pp | 34.88%-15.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,773 | $4,126-57.0% | $3,318-46.6% | $4,876-63.6% |
| Participant deferral / active EE | $5,380 | $5,733-6.2% | $5,288+1.8% | $5,439-1.1% |
| Admin fee / account holder | $165 | $8,046-97.9% | $5,943-97.2% | $10,885-98.5% |