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 | $29,780 | $60,124-50.5% | $90,404-67.1% | $79,858-62.7% |
| Participation rate | 71.7% | 65.0%+6.8pp | 72.7%-0.9pp | 69.6%+2.1pp |
| Annual return | 25.11% | 71.94%-46.8pp | 1293.02%-1267.9pp | 31.71%-6.6pp |
| Employer contribution / active EE | $2,005 | $2,068-3.0% | $3,262-38.5% | $2,471-18.9% |
| Participant deferral / active EE | $3,119 | $2,938+6.2% | $3,963-21.3% | $3,740-16.6% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |