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 | $25,465 | $82,664-69.2% | $125,339-79.7% | $68,494-62.8% |
| Participation rate | 81.3% | 75.0%+6.2pp | 82.4%-1.1pp | 67.9%+13.4pp |
| Annual return | 55.78% | -5.97%+61.8pp | 572.05%-516.3pp | -7.84%+63.6pp |
| Employer contribution / active EE | $1,181 | $3,381-65.1% | $4,814-75.5% | $2,596-54.5% |
| Participant deferral / active EE | $7,548 | $6,110+23.5% | $7,446+1.4% | $4,027+87.4% |
| Admin fee / account holder | $233 | $6,275-96.3% | $10,010-97.7% | $5,403-95.7% |