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 | $41,678 | $58,208-28.4% | $81,812-49.1% | $80,856-48.5% |
| Participation rate | 94.9% | 63.4%+31.5pp | 72.3%+22.5pp | 67.6%+27.2pp |
| Annual return | 15.87% | 41.66%-25.8pp | 773.79%-757.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,988 | $2,340+27.7% | $2,912+2.6% | $2,755+8.5% |
| Participant deferral / active EE | $7,608 | $3,281+131.9% | $4,319+76.2% | $4,296+77.1% |
| Admin fee / account holder | $128 | $4,981-97.4% | $7,386-98.3% | $6,918-98.1% |