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 6-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 | $38,654 | $111,754-65.4% | $103,333-62.6% | $145,922-73.5% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 14.54% | 24.77%-10.2pp | 24.88%-10.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,209 | $4,212-47.6% | $3,868-42.9% | $4,660-52.6% |
| Participant deferral / active EE | $2,702 | $5,619-51.9% | $5,057-46.6% | $6,688-59.6% |
| Admin fee / account holder | $271 | $9,750-97.2% | $8,355-96.8% | $13,397-98.0% |