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 | $20,416 | $106,515-80.8% | $96,683-78.9% | $139,434-85.4% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 22.61% | 38.43%-15.8pp | 35.69%-13.1pp | 372.94%-350.3pp |
| Employer contribution / active EE | $2,786 | $4,103-32.1% | $3,737-25.4% | $4,751-41.4% |
| Participant deferral / active EE | $5,554 | $5,454+1.8% | $4,878+13.8% | $6,710-17.2% |
| Admin fee / account holder | $180 | $7,877-97.7% | $6,730-97.3% | $11,403-98.4% |