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 | $14,846 | $158,398-90.6% | $126,539-88.3% | $142,382-89.6% |
| Participation rate | 76.2% | 75.8%+0.4pp | 69.8%+6.4pp | 80.1%-3.9pp |
| Annual return | 18.71% | 593.76%-575.0pp | 425.95%-407.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $578 | $4,650-87.6% | $3,674-84.3% | $4,299-86.6% |
| Participant deferral / active EE | $1,678 | $4,767-64.8% | $4,083-58.9% | $6,507-74.2% |
| Admin fee / account holder | $199 | $6,918-97.1% | $6,065-96.7% | $12,624-98.4% |