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 9-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 | $23,896 | $34,308-30.3% | $74,701-68.0% | $72,985-67.3% |
| Participation rate | 71.4% | 42.4%+29.0pp | 54.5%+17.0pp | 69.5%+1.9pp |
| Annual return | 19.72% | 26.58%-6.9pp | 752.92%-733.2pp | 81.00%-61.3pp |
| Employer contribution / active EE | $714 | $692+3.2% | $1,084-34.2% | $2,440-70.8% |
| Participant deferral / active EE | $1,714 | $1,271+34.8% | $1,964-12.7% | $3,607-52.5% |
| Admin fee / account holder | $74 | $2,124-96.5% | $3,333-97.8% | $5,124-98.5% |