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 3-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 | $28,363 | $159,602-82.2% | $150,045-81.1% | $142,382-80.1% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 25.91% | 70.24%-44.3pp | 62.55%-36.6pp | 217.08%-191.2pp |
| Employer contribution / active EE | $1,180 | $4,961-76.2% | $4,693-74.9% | $4,299-72.6% |
| Participant deferral / active EE | $7,737 | $8,310-6.9% | $7,997-3.3% | $6,507+18.9% |
| Admin fee / account holder | $23 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |