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 | $35,778 | $60,124-40.5% | $90,404-60.4% | $79,858-55.2% |
| Participation rate | 78.8% | 65.0%+13.8pp | 72.7%+6.1pp | 69.6%+9.2pp |
| Annual return | 24.07% | 71.94%-47.9pp | 1293.02%-1268.9pp | 31.71%-7.6pp |
| Employer contribution / active EE | $1,959 | $2,068-5.2% | $3,262-39.9% | $2,471-20.7% |
| Participant deferral / active EE | $7,029 | $2,938+139.2% | $3,963+77.4% | $3,740+87.9% |
| Admin fee / account holder | $256 | $3,976-93.6% | $5,611-95.4% | $5,306-95.2% |