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 | $27,119 | $104,907-74.1% | $84,611-67.9% | $152,861-82.3% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.4%-2.4pp |
| Annual return | 21.60% | 373.79%-352.2pp | 258.74%-237.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,535 | $3,302-53.5% | $2,652-42.1% | $4,762-67.8% |
| Participant deferral / active EE | $2,714 | $4,688-42.1% | $3,899-30.4% | $5,850-53.6% |
| Admin fee / account holder | $229 | $6,241-96.3% | $4,912-95.3% | $11,596-98.0% |