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 | $33,128 | $114,381-71.0% | $107,525-69.2% | $142,382-76.7% |
| Participation rate | 95.8% | 78.1%+17.7pp | 75.1%+20.8pp | 80.1%+15.7pp |
| Annual return | 20.46% | 242.71%-222.2pp | 181.32%-160.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,857 | $4,015-28.8% | $3,754-23.9% | $4,299-33.6% |
| Participant deferral / active EE | $3,955 | $5,564-28.9% | $5,116-22.7% | $6,507-39.2% |
| Admin fee / account holder | $111 | $9,860-98.9% | $8,919-98.8% | $12,624-99.1% |