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 | $22,138 | $106,890-79.3% | $84,015-73.6% | $152,861-85.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 35.22% | 104.99%-69.8pp | 71.31%-36.1pp | 345.32%-310.1pp |
| Employer contribution / active EE | $1,945 | $2,734-28.9% | $1,983-1.9% | $4,762-59.2% |
| Participant deferral / active EE | $6,785 | $4,011+69.2% | $3,239+109.5% | $5,850+16.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |