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 | $25,964 | $165,912-84.4% | $122,332-78.8% | $147,584-82.4% |
| Participation rate | 89.5% | 79.6%+9.9pp | 71.6%+17.8pp | 82.8%+6.6pp |
| Annual return | 21.27% | 34.55%-13.3pp | 30.27%-9.0pp | 578.55%-557.3pp |
| Employer contribution / active EE | $735 | $5,754-87.2% | $4,050-81.9% | $4,876-84.9% |
| Participant deferral / active EE | $2,462 | $4,005-38.5% | $3,287-25.1% | $5,439-54.7% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |