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 | $19,209 | $106,890-82.0% | $84,015-77.1% | $152,861-87.4% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 32.51% | 104.99%-72.5pp | 71.31%-38.8pp | 345.32%-312.8pp |
| Employer contribution / active EE | $1,342 | $2,734-50.9% | $1,983-32.4% | $4,762-71.8% |
| Participant deferral / active EE | $6,663 | $4,011+66.1% | $3,239+105.7% | $5,850+13.9% |
| Admin fee / account holder | $121 | $8,285-98.5% | $6,101-98.0% | $11,596-99.0% |