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 | $39,621 | $148,534-73.3% | $135,903-70.8% | $139,434-71.6% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 17.69% | 79.19%-61.5pp | 68.23%-50.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,305 | $5,243-75.1% | $4,856-73.1% | $4,751-72.5% |
| Participant deferral / active EE | $3,491 | $8,100-56.9% | $7,758-55.0% | $6,710-48.0% |
| Admin fee / account holder | $272 | $12,400-97.8% | $10,762-97.5% | $11,403-97.6% |