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 | $43,592 | $198,466-78.0% | $170,442-74.4% | $147,584-70.5% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 25.04% | 257.29%-232.3pp | 205.93%-180.9pp | 578.55%-553.5pp |
| Employer contribution / active EE | $2,316 | $6,184-62.6% | $5,433-57.4% | $4,876-52.5% |
| Participant deferral / active EE | $6,189 | $5,629+9.9% | $4,939+25.3% | $5,439+13.8% |
| Admin fee / account holder | $113 | $16,852-99.3% | $13,880-99.2% | $10,885-99.0% |