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 | $32,548 | $60,124-45.9% | $90,404-64.0% | $79,858-59.2% |
| Participation rate | 77.1% | 65.0%+12.2pp | 72.7%+4.5pp | 69.6%+7.5pp |
| Annual return | 21.61% | 71.94%-50.3pp | 1293.02%-1271.4pp | 31.71%-10.1pp |
| Employer contribution / active EE | $2,482 | $2,068+20.1% | $3,262-23.9% | $2,471+0.5% |
| Participant deferral / active EE | $6,290 | $2,938+114.1% | $3,963+58.7% | $3,740+68.2% |
| Admin fee / account holder | $98 | $3,976-97.5% | $5,611-98.2% | $5,306-98.1% |