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 4-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 | $26,122 | $53,516-51.2% | $126,539-79.4% | $84,808-69.2% |
| Participation rate | 93.5% | 58.2%+35.2pp | 69.8%+23.7pp | 68.3%+25.2pp |
| Annual return | 22.78% | 58.34%-35.6pp | 425.95%-403.2pp | 40.90%-18.1pp |
| Employer contribution / active EE | $2,287 | $1,535+49.0% | $3,674-37.8% | $2,631-13.1% |
| Participant deferral / active EE | $7,799 | $2,671+192.0% | $4,083+91.0% | $4,212+85.2% |
| Admin fee / account holder | $94 | $4,497-97.9% | $6,065-98.5% | $7,344-98.7% |