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 | $37,232 | $210,648-82.3% | $177,989-79.1% | $145,922-74.5% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 11.23% | 385.86%-374.6pp | 294.48%-283.3pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,021 | $4,565-55.7% | $3,949-48.8% | $4,660-56.6% |
| Participant deferral / active EE | $2,021 | $6,958-71.0% | $6,276-67.8% | $6,688-69.8% |
| Admin fee / account holder | $139 | $12,013-98.8% | $10,363-98.7% | $13,397-99.0% |