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 | $21,427 | $104,974-79.6% | $95,585-77.6% | $142,382-85.0% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.1%+12.5pp | 80.1%+4.5pp |
| Annual return | 18.36% | 210.33%-192.0pp | 38.56%-20.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,312 | $2,779-16.8% | $2,527-8.5% | $4,299-46.2% |
| Participant deferral / active EE | $4,715 | $4,352+8.3% | $4,023+17.2% | $6,507-27.5% |
| Admin fee / account holder | $296 | $6,386-95.4% | $6,127-95.2% | $12,624-97.7% |