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 | $32,045 | $157,256-79.6% | $141,162-77.3% | $152,861-79.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 30.71% | 64.32%-33.6pp | 71.39%-40.7pp | 345.32%-314.6pp |
| Employer contribution / active EE | $3,400 | $5,261-35.4% | $4,735-28.2% | $4,762-28.6% |
| Participant deferral / active EE | $5,814 | $7,109-18.2% | $6,709-13.3% | $5,850-0.6% |
| Admin fee / account holder | $7 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |