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 | $22,913 | $115,770-80.2% | $101,248-77.4% | $158,922-85.6% |
| Participation rate | 95.7% | 79.4%+16.3pp | 75.8%+19.8pp | 82.0%+13.7pp |
| Annual return | 23.07% | 56.14%-33.1pp | 46.47%-23.4pp | 302.83%-279.8pp |
| Employer contribution / active EE | $1,547 | $4,175-62.9% | $3,660-57.7% | $4,761-67.5% |
| Participant deferral / active EE | $2,933 | $4,957-40.8% | $4,370-32.9% | $5,982-51.0% |
| Admin fee / account holder | $136 | $7,245-98.1% | $5,945-97.7% | $11,246-98.8% |