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 | $18,046 | $104,974-82.8% | $95,585-81.1% | $142,382-87.3% |
| Participation rate | 95.5% | 75.0%+20.5pp | 72.1%+23.4pp | 80.1%+15.3pp |
| Annual return | 23.91% | 210.33%-186.4pp | 38.56%-14.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,260 | $2,779-18.7% | $2,527-10.5% | $4,299-47.4% |
| Participant deferral / active EE | $4,482 | $4,352+3.0% | $4,023+11.4% | $6,507-31.1% |
| Admin fee / account holder | $138 | $6,386-97.8% | $6,127-97.8% | $12,624-98.9% |