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 | $25,115 | $157,256-84.0% | $141,162-82.2% | $152,861-83.6% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 25.68% | 64.32%-38.6pp | 71.39%-45.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $4,444 | $5,261-15.5% | $4,735-6.2% | $4,762-6.7% |
| Participant deferral / active EE | $4,330 | $7,109-39.1% | $6,709-35.5% | $5,850-26.0% |
| Admin fee / account holder | $193 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |