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 | $20,225 | $102,966-80.4% | $90,281-77.6% | $152,861-86.8% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.4%+10.4pp |
| Annual return | 24.08% | 95.16%-71.1pp | 78.10%-54.0pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,137 | $3,139-31.9% | $2,854-25.1% | $4,762-55.1% |
| Participant deferral / active EE | $2,810 | $4,281-34.4% | $3,885-27.7% | $5,850-52.0% |
| Admin fee / account holder | $73 | $6,171-98.8% | $5,351-98.6% | $11,596-99.4% |