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 9-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 | $27,162 | $95,416-71.5% | $185,823-85.4% | $85,850-68.4% |
| Participation rate | 98.1% | 68.8%+29.3pp | 81.7%+16.4pp | 69.3%+28.8pp |
| Annual return | 20.48% | 23.59%-3.1pp | 122.05%-101.6pp | 318.53%-298.1pp |
| Employer contribution / active EE | $2,584 | $3,314-22.0% | $5,167-50.0% | $2,565+0.7% |
| Participant deferral / active EE | $4,183 | $3,423+22.2% | $5,568-24.9% | $3,952+5.9% |
| Admin fee / account holder | $7 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |