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 6-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 | $23,509 | $114,381-79.4% | $107,525-78.1% | $142,382-83.5% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 19.26% | 242.71%-223.4pp | 181.32%-162.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,393 | $4,015-65.3% | $3,754-62.9% | $4,299-67.6% |
| Participant deferral / active EE | $2,334 | $5,564-58.0% | $5,116-54.4% | $6,507-64.1% |
| Admin fee / account holder | $4 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |