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 4-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 | $22,273 | $106,515-79.1% | $96,683-77.0% | $139,434-84.0% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 28.50% | 38.43%-9.9pp | 35.69%-7.2pp | 372.94%-344.4pp |
| Employer contribution / active EE | $2,160 | $4,103-47.4% | $3,737-42.2% | $4,751-54.5% |
| Participant deferral / active EE | $5,378 | $5,454-1.4% | $4,878+10.2% | $6,710-19.9% |
| Admin fee / account holder | $32 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |