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 | $27,514 | $157,256-82.5% | $141,162-80.5% | $152,861-82.0% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.4%+12.8pp |
| Annual return | 22.61% | 64.32%-41.7pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,960 | $5,261-62.7% | $4,735-58.6% | $4,762-58.8% |
| Participant deferral / active EE | $5,441 | $7,109-23.5% | $6,709-18.9% | $5,850-7.0% |
| Admin fee / account holder | $125 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |