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 9-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 | $35,669 | $77,419-53.9% | $69,455-48.6% | $152,861-76.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 74.6%+14.3pp | 82.4%+6.4pp |
| Annual return | 20.39% | 39.06%-18.7pp | 28.97%-8.6pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,989 | $3,315-9.8% | $2,779+7.6% | $4,762-37.2% |
| Participant deferral / active EE | $8,395 | $4,414+90.2% | $3,535+137.5% | $5,850+43.5% |
| Admin fee / account holder | $221 | $6,207-96.4% | $3,839-94.2% | $11,596-98.1% |