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 | $26,134 | $115,770-77.4% | $101,248-74.2% | $158,922-83.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 19.60% | 56.14%-36.5pp | 46.47%-26.9pp | 302.83%-283.2pp |
| Employer contribution / active EE | $4,454 | $4,175+6.7% | $3,660+21.7% | $4,761-6.5% |
| Participant deferral / active EE | $4,567 | $4,957-7.9% | $4,370+4.5% | $5,982-23.6% |
| Admin fee / account holder | $228 | $7,245-96.9% | $5,945-96.2% | $11,246-98.0% |