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 | $27,313 | $112,096-75.6% | $95,952-71.5% | $158,922-82.8% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 17.35% | 171.09%-153.7pp | 91.61%-74.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,984 | $3,198-6.7% | $2,541+17.4% | $4,761-37.3% |
| Participant deferral / active EE | $4,675 | $4,784-2.3% | $4,167+12.2% | $5,982-21.8% |
| Admin fee / account holder | $60 | $10,130-99.4% | $6,795-99.1% | $11,246-99.5% |