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 7-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 | $21,773 | $115,770-81.2% | $101,248-78.5% | $158,922-86.3% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 32.64% | 56.14%-23.5pp | 46.47%-13.8pp | 302.83%-270.2pp |
| Employer contribution / active EE | $2,161 | $4,175-48.2% | $3,660-41.0% | $4,761-54.6% |
| Participant deferral / active EE | $7,725 | $4,957+55.8% | $4,370+76.8% | $5,982+29.1% |
| Admin fee / account holder | $205 | $7,245-97.2% | $5,945-96.6% | $11,246-98.2% |