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 | $35,180 | $74,888-53.0% | $71,209-50.6% | $142,382-75.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 26.92% | 345.14%-318.2pp | 282.51%-255.6pp | 217.08%-190.2pp |
| Employer contribution / active EE | $2,150 | $2,854-24.7% | $2,721-21.0% | $4,299-50.0% |
| Participant deferral / active EE | $7,326 | $4,454+64.5% | $4,175+75.5% | $6,507+12.6% |
| Admin fee / account holder | $161 | $5,568-97.1% | $5,349-97.0% | $12,624-98.7% |