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 4-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 | $14,079 | $85,022-83.4% | $70,515-80.0% | $139,434-89.9% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 30.88% | 30.38%+0.5pp | 32.77%-1.9pp | 372.94%-342.1pp |
| Employer contribution / active EE | $2,053 | $3,909-47.5% | $2,973-31.0% | $4,751-56.8% |
| Participant deferral / active EE | $4,918 | $5,890-16.5% | $4,567+7.7% | $6,710-26.7% |
| Admin fee / account holder | $192 | $8,906-97.8% | $6,412-97.0% | $11,403-98.3% |