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 | $20,527 | $109,982-81.3% | $97,226-78.9% | $145,922-85.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 13.86% | 242.90%-229.0pp | 75.13%-61.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,044 | $3,084-1.3% | $2,729+11.5% | $4,660-34.7% |
| Participant deferral / active EE | $4,695 | $4,676+0.4% | $4,264+10.1% | $6,688-29.8% |
| Admin fee / account holder | $67 | $6,221-98.9% | $5,654-98.8% | $13,397-99.5% |