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 7-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 | $25,478 | $157,256-83.8% | $141,162-82.0% | $152,861-83.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 32.10% | 64.32%-32.2pp | 71.39%-39.3pp | 345.32%-313.2pp |
| Employer contribution / active EE | $8,007 | $5,261+52.2% | $4,735+69.1% | $4,762+68.1% |
| Participant deferral / active EE | $8,409 | $7,109+18.3% | $6,709+25.3% | $5,850+43.7% |
| Admin fee / account holder | $86 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |