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 | $21,302 | $107,334-80.2% | $92,893-77.1% | $152,861-86.1% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 24.09% | 145.58%-121.5pp | 109.41%-85.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,204 | $4,221-47.8% | $3,653-39.7% | $4,762-53.7% |
| Participant deferral / active EE | $3,339 | $4,845-31.1% | $4,236-21.2% | $5,850-42.9% |
| Admin fee / account holder | $163 | $7,079-97.7% | $5,794-97.2% | $11,596-98.6% |