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 | $26,669 | $103,376-74.2% | $87,100-69.4% | $152,861-82.6% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.9%+17.9pp | 82.4%+12.3pp |
| Annual return | 22.02% | 28.10%-6.1pp | 28.19%-6.2pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,049 | $3,220-36.4% | $2,521-18.7% | $4,762-57.0% |
| Participant deferral / active EE | $3,536 | $4,778-26.0% | $4,049-12.7% | $5,850-39.5% |
| Admin fee / account holder | $177 | $12,205-98.6% | $7,497-97.6% | $11,596-98.5% |