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 | $21,524 | $70,475-69.5% | $100,516-78.6% | $79,858-73.0% |
| Participation rate | 73.1% | 73.7%-0.5pp | 79.4%-6.3pp | 69.6%+3.5pp |
| Annual return | 291.72% | 21.90%+269.8pp | 30.89%+260.8pp | 31.71%+260.0pp |
| Employer contribution / active EE | $2,942 | $2,165+35.9% | $3,418-13.9% | $2,471+19.1% |
| Participant deferral / active EE | $6,471 | $5,181+24.9% | $6,270+3.2% | $3,740+73.0% |
| Admin fee / account holder | $196 | $4,478-95.6% | $8,081-97.6% | $5,306-96.3% |