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 | $22,500 | $117,841-80.9% | $102,423-78.0% | $145,922-84.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 18.86% | 31.65%-12.8pp | 29.32%-10.5pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,064 | $3,615-70.6% | $3,023-64.8% | $4,660-77.2% |
| Participant deferral / active EE | $2,949 | $5,731-48.5% | $5,053-41.6% | $6,688-55.9% |
| Admin fee / account holder | $127 | $13,326-99.0% | $9,451-98.7% | $13,397-99.0% |