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 | $25,098 | $121,625-79.4% | $104,607-76.0% | $158,922-84.2% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 17.46% | 465.26%-447.8pp | 340.46%-323.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,631 | $3,163-48.4% | $2,681-39.2% | $4,761-65.7% |
| Participant deferral / active EE | $2,534 | $4,177-39.3% | $3,740-32.2% | $5,982-57.6% |
| Admin fee / account holder | $87 | $7,787-98.9% | $6,473-98.7% | $11,246-99.2% |