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 3-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 | $26,607 | $74,888-64.5% | $71,209-62.6% | $142,382-81.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 30.19% | 345.14%-315.0pp | 282.51%-252.3pp | 217.08%-186.9pp |
| Employer contribution / active EE | $3,877 | $2,854+35.8% | $2,721+42.5% | $4,299-9.8% |
| Participant deferral / active EE | $11,064 | $4,454+148.4% | $4,175+165.0% | $6,507+70.0% |
| Admin fee / account holder | $91 | $5,568-98.4% | $5,349-98.3% | $12,624-99.3% |