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 | $21,251 | $85,202-75.1% | $172,739-87.7% | $72,985-70.9% |
| Participation rate | 91.9% | 70.1%+21.8pp | 82.6%+9.2pp | 69.5%+22.4pp |
| Annual return | 24.77% | 27.32%-2.6pp | 802.84%-778.1pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,698 | $3,324-48.9% | $5,143-67.0% | $2,440-30.4% |
| Participant deferral / active EE | $3,475 | $3,260+6.6% | $5,198-33.1% | $3,607-3.7% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |