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 | $38,669 | $157,256-75.4% | $141,162-72.6% | $152,861-74.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 21.45% | 64.32%-42.9pp | 71.39%-49.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,899 | $5,261-63.9% | $4,735-59.9% | $4,762-60.1% |
| Participant deferral / active EE | $2,713 | $7,109-61.8% | $6,709-59.6% | $5,850-53.6% |
| Admin fee / account holder | $18 | $12,120-99.9% | $10,261-99.8% | $11,596-99.8% |