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 6-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 | $31,548 | $95,561-67.0% | $77,163-59.1% | $139,434-77.4% |
| Participation rate | 85.7% | 73.9%+11.8pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 22.72% | 54.92%-32.2pp | 37.87%-15.2pp | 372.94%-350.2pp |
| Employer contribution / active EE | $978 | $3,147-68.9% | $2,535-61.4% | $4,751-79.4% |
| Participant deferral / active EE | $3,604 | $4,624-22.0% | $3,833-6.0% | $6,710-46.3% |
| Admin fee / account holder | $118 | $8,295-98.6% | $5,472-97.8% | $11,403-99.0% |