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 | $21,179 | $177,572-88.1% | $154,803-86.3% | $142,382-85.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 22.99% | 65.07%-42.1pp | 58.88%-35.9pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,123 | $4,810-76.7% | $4,305-73.9% | $4,299-73.9% |
| Participant deferral / active EE | $3,557 | $6,272-43.3% | $5,540-35.8% | $6,507-45.3% |
| Admin fee / account holder | $17 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |