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 | $20,597 | $74,888-72.5% | $71,209-71.1% | $142,382-85.5% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 19.05% | 345.14%-326.1pp | 282.51%-263.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,239 | $2,854-56.6% | $2,721-54.5% | $4,299-71.2% |
| Participant deferral / active EE | $3,706 | $4,454-16.8% | $4,175-11.2% | $6,507-43.0% |
| Admin fee / account holder | $72 | $5,568-98.7% | $5,349-98.7% | $12,624-99.4% |