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 | $26,980 | $157,256-82.8% | $141,162-80.9% | $152,861-82.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 17.87% | 64.32%-46.5pp | 71.39%-53.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,404 | $5,261-73.3% | $4,735-70.3% | $4,762-70.5% |
| Participant deferral / active EE | $4,718 | $7,109-33.6% | $6,709-29.7% | $5,850-19.3% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |