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 7-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 | $26,793 | $175,202-84.7% | $149,673-82.1% | $139,434-80.8% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 21.28% | 166.71%-145.4pp | 134.42%-113.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,639 | $5,474-51.8% | $4,818-45.2% | $4,751-44.5% |
| Participant deferral / active EE | $4,359 | $6,519-33.1% | $5,680-23.3% | $6,710-35.0% |
| Admin fee / account holder | $94 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |