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 | $29,352 | $149,734-80.4% | $118,925-75.3% | $158,922-81.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 75.4%+13.5pp | 82.0%+6.9pp |
| Annual return | 16.62% | 19.95%-3.3pp | 35.88%-19.3pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,814 | $4,115-55.9% | $3,263-44.4% | $4,761-61.9% |
| Participant deferral / active EE | $4,376 | $5,223-16.2% | $4,265+2.6% | $5,982-26.9% |
| Admin fee / account holder | $13 | $8,603-99.9% | $6,581-99.8% | $11,246-99.9% |