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 | $23,992 | $115,770-79.3% | $101,248-76.3% | $158,922-84.9% |
| Participation rate | 89.5% | 79.4%+10.1pp | 75.8%+13.7pp | 82.0%+7.5pp |
| Annual return | 26.03% | 56.14%-30.1pp | 46.47%-20.4pp | 302.83%-276.8pp |
| Employer contribution / active EE | $2,289 | $4,175-45.2% | $3,660-37.4% | $4,761-51.9% |
| Participant deferral / active EE | $6,189 | $4,957+24.9% | $4,370+41.6% | $5,982+3.5% |
| Admin fee / account holder | $18 | $7,245-99.8% | $5,945-99.7% | $11,246-99.8% |