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 | $18,546 | $54,705-66.1% | $71,209-74.0% | $84,808-78.1% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.8%+19.1pp | 68.3%+24.5pp |
| Annual return | 17.80% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,512 | $2,158-29.9% | $2,721-44.4% | $2,631-42.5% |
| Participant deferral / active EE | $2,287 | $3,030-24.5% | $4,175-45.2% | $4,212-45.7% |
| Admin fee / account holder | $297 | $4,863-93.9% | $5,349-94.4% | $7,344-96.0% |