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 6-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 | $20,489 | $112,881-81.8% | $90,951-77.5% | $158,922-87.1% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 31.23% | 215.79%-184.6pp | 134.60%-103.4pp | 302.83%-271.6pp |
| Employer contribution / active EE | $1,918 | $2,893-33.7% | $2,122-9.6% | $4,761-59.7% |
| Participant deferral / active EE | $5,900 | $4,128+42.9% | $3,373+74.9% | $5,982-1.4% |
| Admin fee / account holder | $110 | $8,041-98.6% | $5,959-98.2% | $11,246-99.0% |