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 | $22,705 | $159,602-85.8% | $150,045-84.9% | $142,382-84.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 17.48% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,001 | $4,961-19.3% | $4,693-14.7% | $4,299-6.9% |
| Participant deferral / active EE | $3,500 | $8,310-57.9% | $7,997-56.2% | $6,507-46.2% |
| Admin fee / account holder | $119 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |