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 | $27,731 | $107,334-74.2% | $92,893-70.1% | $152,861-81.9% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 24.44% | 145.58%-121.1pp | 109.41%-85.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,158 | $4,221-48.9% | $3,653-40.9% | $4,762-54.7% |
| Participant deferral / active EE | $2,637 | $4,845-45.6% | $4,236-37.7% | $5,850-54.9% |
| Admin fee / account holder | $23 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |