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 9-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 | $27,619 | $90,348-69.4% | $75,972-63.6% | $145,922-81.1% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 14.09% | 620.88%-606.8pp | 359.55%-345.5pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,306 | $3,311-30.4% | $2,685-14.1% | $4,660-50.5% |
| Participant deferral / active EE | $2,808 | $5,162-45.6% | $4,255-34.0% | $6,688-58.0% |
| Admin fee / account holder | $93 | $8,467-98.9% | $6,467-98.6% | $13,397-99.3% |