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 | $24,151 | $176,377-86.3% | $134,143-82.0% | $158,922-84.8% |
| Participation rate | 81.8% | 78.7%+3.1pp | 72.2%+9.6pp | 82.0%-0.1pp |
| Annual return | 20.68% | 63.63%-43.0pp | 36.33%-15.7pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,257 | $5,040-75.1% | $3,704-66.1% | $4,761-73.6% |
| Participant deferral / active EE | $5,167 | $4,091+26.3% | $3,499+47.7% | $5,982-13.6% |
| Admin fee / account holder | $37 | $8,718-99.6% | $6,684-99.4% | $11,246-99.7% |