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 | $22,881 | $107,334-78.7% | $92,893-75.4% | $152,861-85.0% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 22.07% | 145.58%-123.5pp | 109.41%-87.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,359 | $4,221-44.1% | $3,653-35.4% | $4,762-50.5% |
| Participant deferral / active EE | $2,145 | $4,845-55.7% | $4,236-49.4% | $5,850-63.3% |
| Admin fee / account holder | $66 | $7,079-99.1% | $5,794-98.9% | $11,596-99.4% |