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 | $36,779 | $106,890-65.6% | $84,015-56.2% | $152,861-75.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 21.75% | 104.99%-83.2pp | 71.31%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,617 | $2,734-40.9% | $1,983-18.5% | $4,762-66.1% |
| Participant deferral / active EE | $2,782 | $4,011-30.7% | $3,239-14.1% | $5,850-52.5% |
| Admin fee / account holder | $143 | $8,285-98.3% | $6,101-97.7% | $11,596-98.8% |