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 | $38,169 | $157,256-75.7% | $141,162-73.0% | $152,861-75.0% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 51.06% | 64.32%-13.3pp | 71.39%-20.3pp | 345.32%-294.3pp |
| Employer contribution / active EE | $1,922 | $5,261-63.5% | $4,735-59.4% | $4,762-59.6% |
| Participant deferral / active EE | $3,246 | $7,109-54.3% | $6,709-51.6% | $5,850-44.5% |
| Admin fee / account holder | $131 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |