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 | $25,805 | $105,998-75.7% | $92,233-72.0% | $147,584-82.5% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 25.13% | 50.05%-24.9pp | 176.28%-151.1pp | 578.55%-553.4pp |
| Employer contribution / active EE | $3,294 | $4,333-24.0% | $3,679-10.5% | $4,876-32.4% |
| Participant deferral / active EE | $6,594 | $4,478+47.3% | $3,897+69.2% | $5,439+21.2% |
| Admin fee / account holder | $103 | $6,332-98.4% | $5,194-98.0% | $10,885-99.1% |