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 9-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 | $27,417 | $157,256-82.6% | $141,162-80.6% | $152,861-82.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 31.19% | 64.32%-33.1pp | 71.39%-40.2pp | 345.32%-314.1pp |
| Employer contribution / active EE | $2,696 | $5,261-48.8% | $4,735-43.1% | $4,762-43.4% |
| Participant deferral / active EE | $6,248 | $7,109-12.1% | $6,709-6.9% | $5,850+6.8% |
| Admin fee / account holder | $183 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |