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 | $22,760 | $112,096-79.7% | $95,952-76.3% | $158,922-85.7% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 14.63% | 171.09%-156.5pp | 91.61%-77.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,758 | $3,198-45.0% | $2,541-30.8% | $4,761-63.1% |
| Participant deferral / active EE | $2,947 | $4,784-38.4% | $4,167-29.3% | $5,982-50.7% |
| Admin fee / account holder | $64 | $10,130-99.4% | $6,795-99.1% | $11,246-99.4% |