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 | $34,070 | $183,963-81.5% | $162,163-79.0% | $152,861-77.7% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 25.14% | 150.76%-125.6pp | 115.59%-90.4pp | 345.32%-320.2pp |
| Employer contribution / active EE | $5,095 | $6,371-20.0% | $5,614-9.2% | $4,762+7.0% |
| Participant deferral / active EE | $4,792 | $8,034-40.4% | $7,298-34.3% | $5,850-18.1% |
| Admin fee / account holder | $262 | $13,121-98.0% | $10,843-97.6% | $11,596-97.7% |