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 | $44,951 | $112,096-59.9% | $95,952-53.2% | $158,922-71.7% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 19.67% | 171.09%-151.4pp | 91.61%-71.9pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,596 | $3,198-50.1% | $2,541-37.2% | $4,761-66.5% |
| Participant deferral / active EE | $2,045 | $4,784-57.2% | $4,167-50.9% | $5,982-65.8% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |