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 | $21,679 | $176,377-87.7% | $134,143-83.8% | $158,922-86.4% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 24.66% | 63.63%-39.0pp | 36.33%-11.7pp | 302.83%-278.2pp |
| Employer contribution / active EE | $2,671 | $5,040-47.0% | $3,704-27.9% | $4,761-43.9% |
| Participant deferral / active EE | $6,238 | $4,091+52.5% | $3,499+78.3% | $5,982+4.3% |
| Admin fee / account holder | $20 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |