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 | $14,287 | $74,888-80.9% | $71,209-79.9% | $142,382-90.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.24% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,985 | $2,854+4.6% | $2,721+9.7% | $4,299-30.6% |
| Participant deferral / active EE | $3,511 | $4,454-21.2% | $4,175-15.9% | $6,507-46.0% |
| Admin fee / account holder | $256 | $5,568-95.4% | $5,349-95.2% | $12,624-98.0% |