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 | $26,382 | $74,888-64.8% | $71,209-63.0% | $142,382-81.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.03% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,939 | $2,854-32.1% | $2,721-28.7% | $4,299-54.9% |
| Participant deferral / active EE | $3,274 | $4,454-26.5% | $4,175-21.6% | $6,507-49.7% |
| Admin fee / account holder | $284 | $5,568-94.9% | $5,349-94.7% | $12,624-97.7% |