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 8-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 | $33,713 | $103,376-67.4% | $87,100-61.3% | $152,861-77.9% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 20.94% | 28.10%-7.2pp | 28.19%-7.3pp | 345.32%-324.4pp |
| Employer contribution / active EE | $3,544 | $3,220+10.0% | $2,521+40.6% | $4,762-25.6% |
| Participant deferral / active EE | $11,514 | $4,778+141.0% | $4,049+184.4% | $5,850+96.8% |
| Admin fee / account holder | $169 | $12,205-98.6% | $7,497-97.7% | $11,596-98.5% |