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 | $25,930 | $228,332-88.6% | $185,823-86.0% | $158,922-83.7% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 21.68% | 40.80%-19.1pp | 35.95%-14.3pp | 302.83%-281.1pp |
| Employer contribution / active EE | $2,263 | $4,967-54.4% | $4,087-44.6% | $4,761-52.5% |
| Participant deferral / active EE | $3,163 | $6,415-50.7% | $5,632-43.8% | $5,982-47.1% |
| Admin fee / account holder | $21 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |