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 | $28,362 | $135,952-79.1% | $123,892-77.1% | $273,961-89.6% |
| Participation rate | 78.3% | 84.1%-5.8pp | 81.4%-3.2pp | 83.0%-4.8pp |
| Annual return | 29.01% | 56.63%-27.6pp | 47.52%-18.5pp | 41.45%-12.4pp |
| Employer contribution / active EE | $2,354 | $5,170-54.5% | $4,617-49.0% | $4,869-51.7% |
| Participant deferral / active EE | $5,194 | $6,343-18.1% | $5,984-13.2% | $5,287-1.8% |
| Admin fee / account holder | $20 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |