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 | $28,227 | $157,256-82.1% | $141,162-80.0% | $152,861-81.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.36% | 64.32%-43.0pp | 71.39%-50.0pp | 345.32%-324.0pp |
| Employer contribution / active EE | $4,403 | $5,261-16.3% | $4,735-7.0% | $4,762-7.6% |
| Participant deferral / active EE | $9,321 | $7,109+31.1% | $6,709+38.9% | $5,850+59.3% |
| Admin fee / account holder | $95 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |