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 | $24,905 | $108,172-77.0% | $77,482-67.9% | $158,922-84.3% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 12.86% | 31.67%-18.8pp | 54.79%-41.9pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,839 | $1,325+114.3% | $986+187.8% | $4,761-40.4% |
| Participant deferral / active EE | $3,105 | $2,456+26.4% | $1,861+66.8% | $5,982-48.1% |
| Admin fee / account holder | $224 | $3,708-94.0% | $2,858-92.2% | $11,246-98.0% |