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 | $32,156 | $176,377-81.8% | $134,143-76.0% | $158,922-79.8% |
| Participation rate | 88.9% | 78.7%+10.2pp | 72.2%+16.7pp | 82.0%+6.9pp |
| Annual return | 2.84% | 63.63%-60.8pp | 36.33%-33.5pp | 302.83%-300.0pp |
| Employer contribution / active EE | $2,339 | $5,040-53.6% | $3,704-36.9% | $4,761-50.9% |
| Participant deferral / active EE | $4,893 | $4,091+19.6% | $3,499+39.9% | $5,982-18.2% |
| Admin fee / account holder | $252 | $8,718-97.1% | $6,684-96.2% | $11,246-97.8% |