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 | $20,340 | $115,770-82.4% | $101,248-79.9% | $158,922-87.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 22.96% | 56.14%-33.2pp | 46.47%-23.5pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,528 | $4,175-63.4% | $3,660-58.3% | $4,761-67.9% |
| Participant deferral / active EE | $5,308 | $4,957+7.1% | $4,370+21.5% | $5,982-11.3% |
| Admin fee / account holder | $183 | $7,245-97.5% | $5,945-96.9% | $11,246-98.4% |