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 | $25,931 | $157,256-83.5% | $141,162-81.6% | $152,861-83.0% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.4%+13.2pp |
| Annual return | 19.23% | 64.32%-45.1pp | 71.39%-52.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,435 | $5,261-72.7% | $4,735-69.7% | $4,762-69.9% |
| Participant deferral / active EE | $3,706 | $7,109-47.9% | $6,709-44.8% | $5,850-36.7% |
| Admin fee / account holder | $107 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |