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 7-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 | $26,003 | $165,335-84.3% | $149,696-82.6% | $158,922-83.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 26.82% | 348.15%-321.3pp | 276.60%-249.8pp | 302.83%-276.0pp |
| Employer contribution / active EE | $3,995 | $5,103-21.7% | $4,644-14.0% | $4,761-16.1% |
| Participant deferral / active EE | $9,588 | $7,181+33.5% | $6,842+40.1% | $5,982+60.3% |
| Admin fee / account holder | $233 | $10,807-97.8% | $9,309-97.5% | $11,246-97.9% |