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 | $38,486 | $183,519-79.0% | $155,509-75.3% | $145,922-73.6% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 17.44% | 61.17%-43.7pp | 64.67%-47.2pp | 561.29%-543.8pp |
| Employer contribution / active EE | $7,349 | $5,313+38.3% | $4,672+57.3% | $4,660+57.7% |
| Participant deferral / active EE | $5,023 | $6,462-22.3% | $5,626-10.7% | $6,688-24.9% |
| Admin fee / account holder | $203 | $19,313-98.9% | $15,912-98.7% | $13,397-98.5% |