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 | $30,146 | $158,398-81.0% | $126,539-76.2% | $142,382-78.8% |
| Participation rate | 73.7% | 75.8%-2.1pp | 69.8%+3.9pp | 80.1%-6.4pp |
| Annual return | 16.97% | 593.76%-576.8pp | 425.95%-409.0pp | 217.08%-200.1pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,982 | $4,767+46.5% | $4,083+71.0% | $6,507+7.3% |
| Admin fee / account holder | $193 | $6,918-97.2% | $6,065-96.8% | $12,624-98.5% |