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 | $32,736 | $109,327-70.1% | $89,391-63.4% | $158,922-79.4% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 21.66% | 345.68%-324.0pp | 245.62%-224.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,374 | $3,170-56.6% | $2,586-46.8% | $4,761-71.1% |
| Participant deferral / active EE | $7,318 | $4,598+59.1% | $3,890+88.1% | $5,982+22.3% |
| Admin fee / account holder | $102 | $6,153-98.3% | $4,881-97.9% | $11,246-99.1% |