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 | $33,902 | $103,376-67.2% | $87,100-61.1% | $152,861-77.8% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 57.04% | 28.10%+28.9pp | 28.19%+28.9pp | 345.32%-288.3pp |
| Employer contribution / active EE | $2,107 | $3,220-34.6% | $2,521-16.4% | $4,762-55.7% |
| Participant deferral / active EE | $3,148 | $4,778-34.1% | $4,049-22.2% | $5,850-46.2% |
| Admin fee / account holder | $20 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |