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 | $24,410 | $74,888-67.4% | $71,209-65.7% | $142,382-82.9% |
| Participation rate | 82.4% | 76.2%+6.1pp | 73.8%+8.6pp | 80.1%+2.2pp |
| Annual return | 21.55% | 345.14%-323.6pp | 282.51%-261.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,681 | $2,854-6.1% | $2,721-1.5% | $4,299-37.6% |
| Participant deferral / active EE | $4,272 | $4,454-4.1% | $4,175+2.3% | $6,507-34.4% |
| Admin fee / account holder | $247 | $5,568-95.6% | $5,349-95.4% | $12,624-98.0% |