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 6-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 | $17,476 | $74,888-76.7% | $71,209-75.5% | $142,382-87.7% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 21.91% | 345.14%-323.2pp | 282.51%-260.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,320 | $2,854-18.7% | $2,721-14.7% | $4,299-46.0% |
| Participant deferral / active EE | $3,829 | $4,454-14.0% | $4,175-8.3% | $6,507-41.2% |
| Admin fee / account holder | $129 | $5,568-97.7% | $5,349-97.6% | $12,624-99.0% |