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 | $37,461 | $115,770-67.6% | $101,248-63.0% | $158,922-76.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 21.51% | 56.14%-34.6pp | 46.47%-25.0pp | 302.83%-281.3pp |
| Employer contribution / active EE | $2,101 | $4,175-49.7% | $3,660-42.6% | $4,761-55.9% |
| Participant deferral / active EE | $2,677 | $4,957-46.0% | $4,370-38.7% | $5,982-55.2% |
| Admin fee / account holder | $62 | $7,245-99.2% | $5,945-99.0% | $11,246-99.5% |