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 8-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 | $22,089 | $121,625-81.8% | $104,607-78.9% | $158,922-86.1% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.7pp | 82.0%-10.5pp |
| Annual return | 18.54% | 465.26%-446.7pp | 340.46%-321.9pp | 302.83%-284.3pp |
| Employer contribution / active EE | $1,104 | $3,163-65.1% | $2,681-58.8% | $4,761-76.8% |
| Participant deferral / active EE | $3,198 | $4,177-23.5% | $3,740-14.5% | $5,982-46.5% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |