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 | $28,853 | $98,240-70.6% | $82,313-64.9% | $147,584-80.4% |
| Participation rate | 89.5% | 79.7%+9.7pp | 76.9%+12.6pp | 82.8%+6.6pp |
| Annual return | 15.12% | 30.85%-15.7pp | 25.88%-10.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,471 | $3,192-22.6% | $2,428+1.8% | $4,876-49.3% |
| Participant deferral / active EE | $4,685 | $4,383+6.9% | $3,706+26.4% | $5,439-13.9% |
| Admin fee / account holder | $159 | $8,563-98.1% | $5,608-97.2% | $10,885-98.5% |