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 | $22,884 | $159,602-85.7% | $150,045-84.7% | $142,382-83.9% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 22.78% | 70.24%-47.5pp | 62.55%-39.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,646 | $4,961-66.8% | $4,693-64.9% | $4,299-61.7% |
| Participant deferral / active EE | $4,176 | $8,310-49.7% | $7,997-47.8% | $6,507-35.8% |
| Admin fee / account holder | $99 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |