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 | $28,602 | $85,766-66.7% | $136,294-79.0% | $70,131-59.2% |
| Participation rate | 76.5% | 74.2%+2.3pp | 81.9%-5.5pp | 69.5%+6.9pp |
| Annual return | 17.46% | 31.45%-14.0pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $5,930 | $2,966+99.9% | $4,695+26.3% | $2,342+153.1% |
| Participant deferral / active EE | $2,355 | $5,051-53.4% | $6,247-62.3% | $3,332-29.3% |
| Admin fee / account holder | $191 | $5,420-96.5% | $9,243-97.9% | $4,645-95.9% |