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 | $35,082 | $157,256-77.7% | $141,162-75.1% | $152,861-77.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 24.74% | 64.32%-39.6pp | 71.39%-46.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,837 | $5,261-46.1% | $4,735-40.1% | $4,762-40.4% |
| Participant deferral / active EE | $7,961 | $7,109+12.0% | $6,709+18.7% | $5,850+36.1% |
| Admin fee / account holder | $12 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |