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 | $26,258 | $159,602-83.5% | $150,045-82.5% | $142,382-81.6% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 23.65% | 70.24%-46.6pp | 62.55%-38.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,384 | $4,961-72.1% | $4,693-70.5% | $4,299-67.8% |
| Participant deferral / active EE | $4,802 | $8,310-42.2% | $7,997-40.0% | $6,507-26.2% |
| Admin fee / account holder | $75 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |