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 | $41,208 | $126,574-67.4% | $106,213-61.2% | $145,922-71.8% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 15.66% | 224.79%-209.1pp | 116.14%-100.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,569 | $3,730-4.3% | $3,171+12.5% | $4,660-23.4% |
| Participant deferral / active EE | $7,037 | $5,724+22.9% | $5,016+40.3% | $6,688+5.2% |
| Admin fee / account holder | $50 | $17,304-99.7% | $11,033-99.5% | $13,397-99.6% |