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 | $28,114 | $165,335-83.0% | $149,696-81.2% | $158,922-82.3% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 11.05% | 348.15%-337.1pp | 276.60%-265.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $2,080 | $5,103-59.2% | $4,644-55.2% | $4,761-56.3% |
| Participant deferral / active EE | $4,640 | $7,181-35.4% | $6,842-32.2% | $5,982-22.4% |
| Admin fee / account holder | $277 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |