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 7-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 | $39,780 | $176,056-77.4% | $159,436-75.0% | $167,490-76.2% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 24.44% | 331.75%-307.3pp | 263.57%-239.1pp | 478.56%-454.1pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $10,635 | $7,750+37.2% | $7,352+44.6% | $6,341+67.7% |
| Admin fee / account holder | $143 | $12,554-98.9% | $10,799-98.7% | $12,309-98.8% |