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 | $23,731 | $112,096-78.8% | $95,952-75.3% | $158,922-85.1% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 26.01% | 171.09%-145.1pp | 91.61%-65.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,237 | $3,198-61.3% | $2,541-51.3% | $4,761-74.0% |
| Participant deferral / active EE | $5,744 | $4,784+20.1% | $4,167+37.8% | $5,982-4.0% |
| Admin fee / account holder | $231 | $10,130-97.7% | $6,795-96.6% | $11,246-97.9% |