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 | $25,272 | $99,652-74.6% | $78,778-67.9% | $147,584-82.9% |
| Participation rate | 73.3% | 76.2%-2.9pp | 69.2%+4.1pp | 82.8%-9.5pp |
| Annual return | 17.27% | 47.28%-30.0pp | 35.62%-18.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,499 | $2,796-46.4% | $1,986-24.5% | $4,876-69.3% |
| Participant deferral / active EE | $4,591 | $3,664+25.3% | $2,958+55.2% | $5,439-15.6% |
| Admin fee / account holder | $100 | $7,155-98.6% | $5,134-98.0% | $10,885-99.1% |