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 | $26,699 | $57,281-53.4% | $86,612-69.2% | $75,163-64.5% |
| Participation rate | 73.5% | 63.2%+10.3pp | 71.7%+1.8pp | 67.2%+6.3pp |
| Annual return | 23.17% | 2670.75%-2647.6pp | 591.07%-567.9pp | 160.62%-137.5pp |
| Employer contribution / active EE | $2,940 | $2,314+27.0% | $3,022-2.7% | $2,670+10.1% |
| Participant deferral / active EE | $4,520 | $3,318+36.2% | $4,438+1.8% | $4,125+9.6% |
| Admin fee / account holder | $273 | $4,112-93.4% | $5,614-95.1% | $5,651-95.2% |