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 9-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 | $34,423 | $112,096-69.3% | $95,952-64.1% | $158,922-78.3% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 22.05% | 171.09%-149.0pp | 91.61%-69.6pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,215 | $3,198-62.0% | $2,541-52.2% | $4,761-74.5% |
| Participant deferral / active EE | $3,359 | $4,784-29.8% | $4,167-19.4% | $5,982-43.8% |
| Admin fee / account holder | $4 | $10,130-100.0% | $6,795-99.9% | $11,246-100.0% |