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 | $33,162 | $148,534-77.7% | $135,903-75.6% | $139,434-76.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 19.94% | 79.19%-59.2pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,809 | $5,243-46.4% | $4,856-42.2% | $4,751-40.9% |
| Participant deferral / active EE | $5,358 | $8,100-33.8% | $7,758-30.9% | $6,710-20.1% |
| Admin fee / account holder | $123 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |