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 9-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 | $25,540 | $98,750-74.1% | $149,696-82.9% | $79,858-68.0% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.5%+9.0pp | 69.6%+21.8pp |
| Annual return | 27.32% | 27.43%-0.1pp | 276.60%-249.3pp | 31.71%-4.4pp |
| Employer contribution / active EE | $3,001 | $3,216-6.7% | $4,644-35.4% | $2,471+21.5% |
| Participant deferral / active EE | $6,640 | $5,680+16.9% | $6,842-2.9% | $3,740+77.5% |
| Admin fee / account holder | $201 | $6,053-96.7% | $9,309-97.8% | $5,306-96.2% |