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 | $40,187 | $53,127-24.4% | $86,590-53.6% | $70,131-42.7% |
| Participation rate | 97.2% | 65.3%+31.9pp | 73.5%+23.7pp | 69.5%+27.7pp |
| Annual return | 20.41% | 27.66%-7.2pp | 964.84%-944.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $2,786 | $2,068+34.7% | $2,839-1.9% | $2,342+18.9% |
| Participant deferral / active EE | $5,276 | $2,696+95.7% | $3,609+46.2% | $3,332+58.4% |
| Admin fee / account holder | $4 | $3,585-99.9% | $4,906-99.9% | $4,645-99.9% |