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 | $55,990 | $755,339-92.6% | $379,746-85.3% | $158,922-64.8% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 17.58% | 53.41%-35.8pp | 34.90%-17.3pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,971 | $4,685-57.9% | $3,540-44.3% | $4,761-58.6% |
| Participant deferral / active EE | $2,397 | $7,938-69.8% | $6,024-60.2% | $5,982-59.9% |
| Admin fee / account holder | $202 | $14,482-98.6% | $7,927-97.4% | $11,246-98.2% |