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 | $26,628 | $121,625-78.1% | $104,607-74.5% | $158,922-83.2% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 19.92% | 465.26%-445.3pp | 340.46%-320.5pp | 302.83%-282.9pp |
| Employer contribution / active EE | $16,882 | $3,163+433.8% | $2,681+529.8% | $4,761+254.6% |
| Participant deferral / active EE | $1,612 | $4,177-61.4% | $3,740-56.9% | $5,982-73.1% |
| Admin fee / account holder | $227 | $7,787-97.1% | $6,473-96.5% | $11,246-98.0% |