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 | $41,193 | $112,096-63.3% | $95,952-57.1% | $158,922-74.1% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 28.69% | 171.09%-142.4pp | 91.61%-62.9pp | 302.83%-274.1pp |
| Employer contribution / active EE | $2,266 | $3,198-29.1% | $2,541-10.8% | $4,761-52.4% |
| Participant deferral / active EE | $3,077 | $4,784-35.7% | $4,167-26.2% | $5,982-48.6% |
| Admin fee / account holder | $96 | $10,130-99.0% | $6,795-98.6% | $11,246-99.1% |