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 | $31,296 | $148,534-78.9% | $135,903-77.0% | $139,434-77.6% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 18.44% | 79.19%-60.8pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,297 | $5,243-37.1% | $4,856-32.1% | $4,751-30.6% |
| Participant deferral / active EE | $5,335 | $8,100-34.1% | $7,758-31.2% | $6,710-20.5% |
| Admin fee / account holder | $62 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |