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 9-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 | $28,388 | $183,519-84.5% | $155,509-81.7% | $145,922-80.5% |
| Participation rate | 90.5% | 82.7%+7.8pp | 78.2%+12.3pp | 80.3%+10.2pp |
| Annual return | 12.89% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,618 | $5,313-69.5% | $4,672-65.4% | $4,660-65.3% |
| Participant deferral / active EE | $4,101 | $6,462-36.5% | $5,626-27.1% | $6,688-38.7% |
| Admin fee / account holder | $211 | $19,313-98.9% | $15,912-98.7% | $13,397-98.4% |