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 | $35,004 | $102,616-65.9% | $81,983-57.3% | $158,922-78.0% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.2%+15.4pp | 82.0%+2.7pp |
| Annual return | 22.81% | 61.04%-38.2pp | 41.31%-18.5pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,923 | $3,240-40.6% | $2,498-23.0% | $4,761-59.6% |
| Participant deferral / active EE | $4,975 | $4,648+7.0% | $3,722+33.7% | $5,982-16.8% |
| Admin fee / account holder | $23 | $8,235-99.7% | $5,664-99.6% | $11,246-99.8% |