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 | $20,200 | $108,642-81.4% | $74,701-73.0% | $152,861-86.8% |
| Participation rate | 72.7% | 65.3%+7.4pp | 54.5%+18.3pp | 82.4%-9.7pp |
| Annual return | 27.02% | 114.06%-87.0pp | 752.92%-725.9pp | 345.32%-318.3pp |
| Employer contribution / active EE | $1,648 | $1,503+9.7% | $1,084+52.1% | $4,762-65.4% |
| Participant deferral / active EE | $4,187 | $2,712+54.4% | $1,964+113.3% | $5,850-28.4% |
| Admin fee / account holder | $160 | $4,902-96.7% | $3,333-95.2% | $11,596-98.6% |