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 | $33,846 | $87,013-61.1% | $106,213-68.1% | $80,856-58.1% |
| Participation rate | 96.6% | 70.4%+26.1pp | 75.3%+21.3pp | 67.6%+28.9pp |
| Annual return | 16.15% | 17.05%-0.9pp | 116.14%-100.0pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,022 | $2,395-15.6% | $3,171-36.3% | $2,755-26.6% |
| Participant deferral / active EE | $2,948 | $3,986-26.0% | $5,016-41.2% | $4,296-31.4% |
| Admin fee / account holder | $257 | $8,431-97.0% | $11,033-97.7% | $6,918-96.3% |