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 | $16,464 | $121,625-86.5% | $104,607-84.3% | $158,922-89.6% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 23.61% | 465.26%-441.6pp | 340.46%-316.9pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,303 | $3,163-58.8% | $2,681-51.4% | $4,761-72.6% |
| Participant deferral / active EE | $3,294 | $4,177-21.1% | $3,740-11.9% | $5,982-44.9% |
| Admin fee / account holder | $53 | $7,787-99.3% | $6,473-99.2% | $11,246-99.5% |