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 | $23,194 | $74,888-69.0% | $71,209-67.4% | $142,382-83.7% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 53.58% | 345.14%-291.6pp | 282.51%-228.9pp | 217.08%-163.5pp |
| Employer contribution / active EE | $1,824 | $2,854-36.1% | $2,721-33.0% | $4,299-57.6% |
| Participant deferral / active EE | $2,369 | $4,454-46.8% | $4,175-43.3% | $6,507-63.6% |
| Admin fee / account holder | $150 | $5,568-97.3% | $5,349-97.2% | $12,624-98.8% |