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 | $26,761 | $165,912-83.9% | $122,332-78.1% | $147,584-81.9% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 15.61% | 34.55%-18.9pp | 30.27%-14.7pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,014 | $5,754-82.4% | $4,050-75.0% | $4,876-79.2% |
| Participant deferral / active EE | $1,883 | $4,005-53.0% | $3,287-42.7% | $5,439-65.4% |
| Admin fee / account holder | $229 | $7,424-96.9% | $5,478-95.8% | $10,885-97.9% |