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 | $25,609 | $107,334-76.1% | $92,893-72.4% | $152,861-83.2% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 24.46% | 145.58%-121.1pp | 109.41%-85.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,761 | $4,221-34.6% | $3,653-24.4% | $4,762-42.0% |
| Participant deferral / active EE | $5,809 | $4,845+19.9% | $4,236+37.1% | $5,850-0.7% |
| Admin fee / account holder | $177 | $7,079-97.5% | $5,794-96.9% | $11,596-98.5% |