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 4-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 | $32,070 | $148,534-78.4% | $135,903-76.4% | $139,434-77.0% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 28.68% | 79.19%-50.5pp | 68.23%-39.5pp | 372.94%-344.3pp |
| Employer contribution / active EE | $4,469 | $5,243-14.8% | $4,856-8.0% | $4,751-5.9% |
| Participant deferral / active EE | $11,381 | $8,100+40.5% | $7,758+46.7% | $6,710+69.6% |
| Admin fee / account holder | $276 | $12,400-97.8% | $10,762-97.4% | $11,403-97.6% |