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 | $30,974 | $76,367-59.4% | $93,606-66.9% | $72,985-57.6% |
| Participation rate | 92.9% | 71.7%+21.1pp | 75.8%+17.0pp | 69.5%+23.4pp |
| Annual return | 24.99% | 25.82%-0.8pp | 32.76%-7.8pp | 81.00%-56.0pp |
| Employer contribution / active EE | $4,554 | $2,275+100.1% | $2,718+67.5% | $2,440+86.6% |
| Participant deferral / active EE | $2,609 | $3,538-26.2% | $4,069-35.9% | $3,607-27.7% |
| Admin fee / account holder | $238 | $6,838-96.5% | $7,888-97.0% | $5,124-95.4% |