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 4-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 | $23,585 | $183,519-87.1% | $155,509-84.8% | $145,922-83.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 21.11% | 61.17%-40.1pp | 64.67%-43.6pp | 561.29%-540.2pp |
| Employer contribution / active EE | $1,364 | $5,313-74.3% | $4,672-70.8% | $4,660-70.7% |
| Participant deferral / active EE | $4,195 | $6,462-35.1% | $5,626-25.4% | $6,688-37.3% |
| Admin fee / account holder | $85 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |