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 | $40,603 | $157,256-74.2% | $141,162-71.2% | $152,861-73.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 21.46% | 64.32%-42.9pp | 71.39%-49.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,428 | $5,261-53.8% | $4,735-48.7% | $4,762-49.0% |
| Participant deferral / active EE | $7,523 | $7,109+5.8% | $6,709+12.1% | $5,850+28.6% |
| Admin fee / account holder | $39 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |