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 | $30,475 | $111,724-72.7% | $93,606-67.4% | $145,922-79.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 14.31% | 202.98%-188.7pp | 133.20%-118.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,152 | $3,090-30.3% | $2,420-11.1% | $4,660-53.8% |
| Participant deferral / active EE | $5,435 | $4,912+10.7% | $4,411+23.2% | $6,688-18.7% |
| Admin fee / account holder | $112 | $10,250-98.9% | $8,285-98.6% | $13,397-99.2% |