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 | $42,790 | $157,256-72.8% | $141,162-69.7% | $152,861-72.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 23.82% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,696 | $5,261-48.7% | $4,735-43.1% | $4,762-43.4% |
| Participant deferral / active EE | $7,026 | $7,109-1.2% | $6,709+4.7% | $5,850+20.1% |
| Admin fee / account holder | $3 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |