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 | $40,654 | $77,899-47.8% | $149,673-72.8% | $75,163-45.9% |
| Participation rate | 82.1% | 65.6%+16.6pp | 78.8%+3.4pp | 67.2%+15.0pp |
| Annual return | 15.76% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,099 | $3,137-33.1% | $4,818-56.4% | $2,670-21.4% |
| Participant deferral / active EE | $4,185 | $3,411+22.7% | $5,680-26.3% | $4,125+1.4% |
| Admin fee / account holder | $22 | $5,956-99.6% | $13,210-99.8% | $5,651-99.6% |