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 | $23,238 | $142,405-83.7% | $115,157-79.8% | $152,861-84.8% |
| Participation rate | 95.2% | 82.4%+12.9pp | 75.9%+19.3pp | 82.4%+12.8pp |
| Annual return | 17.48% | 41.48%-24.0pp | 35.60%-18.1pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,421 | $4,010-39.6% | $3,179-23.8% | $4,762-49.2% |
| Participant deferral / active EE | $2,147 | $5,164-58.4% | $4,168-48.5% | $5,850-63.3% |
| Admin fee / account holder | $10 | $8,462-99.9% | $7,088-99.9% | $11,596-99.9% |