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 | $28,413 | $165,984-82.9% | $164,813-82.8% | $145,922-80.5% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 13.19% | 100.03%-86.8pp | 69.93%-56.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,628 | $5,273-69.1% | $4,341-62.5% | $4,660-65.1% |
| Participant deferral / active EE | $2,444 | $6,959-64.9% | $6,031-59.5% | $6,688-63.5% |
| Admin fee / account holder | $162 | $16,648-99.0% | $12,690-98.7% | $13,397-98.8% |