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 9-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 | $23,482 | $112,881-79.2% | $90,951-74.2% | $158,922-85.2% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 20.17% | 215.79%-195.6pp | 134.60%-114.4pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,576 | $2,893-45.5% | $2,122-25.7% | $4,761-66.9% |
| Participant deferral / active EE | $2,265 | $4,128-45.1% | $3,373-32.8% | $5,982-62.1% |
| Admin fee / account holder | $213 | $8,041-97.4% | $5,959-96.4% | $11,246-98.1% |