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 | $40,875 | $176,812-76.9% | $146,665-72.1% | $167,490-75.6% |
| Participation rate | 95.8% | 83.6%+12.2pp | 80.1%+15.8pp | 82.1%+13.7pp |
| Annual return | 17.23% | 24.03%-6.8pp | 22.74%-5.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,369 | $5,160-54.1% | $4,136-42.7% | $4,837-51.0% |
| Participant deferral / active EE | $5,335 | $6,440-17.1% | $5,506-3.1% | $6,341-15.9% |
| Admin fee / account holder | $163 | $13,259-98.8% | $10,280-98.4% | $12,309-98.7% |