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 | $27,339 | $115,770-76.4% | $101,248-73.0% | $158,922-82.8% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 17.01% | 56.14%-39.1pp | 46.47%-29.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,535 | $4,175-63.2% | $3,660-58.0% | $4,761-67.8% |
| Participant deferral / active EE | $3,093 | $4,957-37.6% | $4,370-29.2% | $5,982-48.3% |
| Admin fee / account holder | $265 | $7,245-96.3% | $5,945-95.5% | $11,246-97.6% |