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 | $29,360 | $54,705-46.3% | $71,209-58.8% | $84,808-65.4% |
| Participation rate | 87.9% | 64.1%+23.8pp | 73.8%+14.1pp | 68.3%+19.6pp |
| Annual return | 13.47% | 35.90%-22.4pp | 282.51%-269.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,270 | $2,158+5.2% | $2,721-16.6% | $2,631-13.7% |
| Participant deferral / active EE | $3,953 | $3,030+30.4% | $4,175-5.3% | $4,212-6.1% |
| Admin fee / account holder | $196 | $4,863-96.0% | $5,349-96.3% | $7,344-97.3% |