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 | $28,032 | $157,256-82.2% | $141,162-80.1% | $152,861-81.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 25.15% | 64.32%-39.2pp | 71.39%-46.2pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,725 | $5,261-67.2% | $4,735-63.6% | $4,762-63.8% |
| Participant deferral / active EE | $2,991 | $7,109-57.9% | $6,709-55.4% | $5,850-48.9% |
| Admin fee / account holder | $220 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |