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 | $26,236 | $185,822-85.9% | $169,993-84.6% | $139,434-81.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.70% | 60.50%-34.8pp | 53.37%-27.7pp | 372.94%-347.2pp |
| Employer contribution / active EE | $2,718 | $7,590-64.2% | $6,785-59.9% | $4,751-42.8% |
| Participant deferral / active EE | $6,408 | $11,622-44.9% | $10,408-38.4% | $6,710-4.5% |
| Admin fee / account holder | $88 | $15,381-99.4% | $12,815-99.3% | $11,403-99.2% |