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 | $17,259 | $177,572-90.3% | $154,803-88.9% | $142,382-87.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 23.85% | 65.07%-41.2pp | 58.88%-35.0pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,595 | $4,810-66.8% | $4,305-63.0% | $4,299-62.9% |
| Participant deferral / active EE | $2,055 | $6,272-67.2% | $5,540-62.9% | $6,507-68.4% |
| Admin fee / account holder | $13 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |