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 7-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 | $19,956 | $138,044-85.5% | $125,339-84.1% | $134,475-85.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 26.29% | 750.33%-724.0pp | 572.05%-545.8pp | 417.96%-391.7pp |
| Employer contribution / active EE | $1,659 | $5,243-68.4% | $4,814-65.5% | $4,740-65.0% |
| Participant deferral / active EE | $3,284 | $7,799-57.9% | $7,446-55.9% | $6,400-48.7% |
| Admin fee / account holder | $57 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |