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 9-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 | $33,167 | $157,256-78.9% | $141,162-76.5% | $152,861-78.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 30.88% | 64.32%-33.4pp | 71.39%-40.5pp | 345.32%-314.4pp |
| Employer contribution / active EE | $1,519 | $5,261-71.1% | $4,735-67.9% | $4,762-68.1% |
| Participant deferral / active EE | $9,310 | $7,109+31.0% | $6,709+38.8% | $5,850+59.1% |
| Admin fee / account holder | $25 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |