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 | $42,436 | $157,256-73.0% | $141,162-69.9% | $152,861-72.2% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 34.48% | 64.32%-29.8pp | 71.39%-36.9pp | 345.32%-310.8pp |
| Employer contribution / active EE | $2,163 | $5,261-58.9% | $4,735-54.3% | $4,762-54.6% |
| Participant deferral / active EE | $9,556 | $7,109+34.4% | $6,709+42.4% | $5,850+63.3% |
| Admin fee / account holder | $116 | $12,120-99.0% | $10,261-98.9% | $11,596-99.0% |