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 | $18,681 | $118,450-84.2% | $98,439-81.0% | $139,434-86.6% |
| Participation rate | 80.0% | 77.4%+2.6pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 14.91% | 18.94%-4.0pp | 21.16%-6.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,457 | $3,609-31.9% | $3,048-19.4% | $4,751-48.3% |
| Participant deferral / active EE | $2,966 | $5,392-45.0% | $4,738-37.4% | $6,710-55.8% |
| Admin fee / account holder | $68 | $14,026-99.5% | $8,948-99.2% | $11,403-99.4% |