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 | $22,598 | $148,534-84.8% | $135,903-83.4% | $139,434-83.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 35.94% | 79.19%-43.3pp | 68.23%-32.3pp | 372.94%-337.0pp |
| Employer contribution / active EE | $3,205 | $5,243-38.9% | $4,856-34.0% | $4,751-32.5% |
| Participant deferral / active EE | $4,466 | $8,100-44.9% | $7,758-42.4% | $6,710-33.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |