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 | $34,887 | $232,540-85.0% | $185,117-81.2% | $147,584-76.4% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 22.43% | 43.03%-20.6pp | 40.50%-18.1pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,575 | $5,195-50.4% | $4,182-38.4% | $4,876-47.2% |
| Participant deferral / active EE | $4,775 | $5,834-18.1% | $5,045-5.3% | $5,439-12.2% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |