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 | $39,262 | $115,770-66.1% | $101,248-61.2% | $158,922-75.3% |
| Participation rate | 94.1% | 79.4%+14.8pp | 75.8%+18.3pp | 82.0%+12.2pp |
| Annual return | 29.89% | 56.14%-26.3pp | 46.47%-16.6pp | 302.83%-272.9pp |
| Employer contribution / active EE | $1,832 | $4,175-56.1% | $3,660-49.9% | $4,761-61.5% |
| Participant deferral / active EE | $4,112 | $4,957-17.0% | $4,370-5.9% | $5,982-31.3% |
| Admin fee / account holder | $134 | $7,245-98.2% | $5,945-97.7% | $11,246-98.8% |