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 | $34,022 | $53,516-36.4% | $126,539-73.1% | $84,808-59.9% |
| Participation rate | 72.0% | 58.2%+13.8pp | 69.8%+2.2pp | 68.3%+3.7pp |
| Annual return | 17.93% | 58.34%-40.4pp | 425.95%-408.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,604 | $1,535+69.7% | $3,674-29.1% | $2,631-1.0% |
| Participant deferral / active EE | $4,292 | $2,671+60.7% | $4,083+5.1% | $4,212+1.9% |
| Admin fee / account holder | $68 | $4,497-98.5% | $6,065-98.9% | $7,344-99.1% |