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 4-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 | $27,079 | $126,574-78.6% | $106,213-74.5% | $145,922-81.4% |
| Participation rate | 94.1% | 77.6%+16.5pp | 75.3%+18.8pp | 80.3%+13.8pp |
| Annual return | 13.77% | 224.79%-211.0pp | 116.14%-102.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,520 | $3,730-59.3% | $3,171-52.1% | $4,660-67.4% |
| Participant deferral / active EE | $8,775 | $5,724+53.3% | $5,016+74.9% | $6,688+31.2% |
| Admin fee / account holder | $165 | $17,304-99.0% | $11,033-98.5% | $13,397-98.8% |