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 | $25,827 | $133,922-80.7% | $116,228-77.8% | $142,382-81.9% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.6%+3.2pp | 80.1%-2.3pp |
| Annual return | 20.63% | 147.76%-127.1pp | 90.06%-69.4pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,620 | $3,446-24.0% | $2,994-12.5% | $4,299-39.1% |
| Participant deferral / active EE | $3,226 | $5,672-43.1% | $4,953-34.9% | $6,507-50.4% |
| Admin fee / account holder | $196 | $14,945-98.7% | $11,989-98.4% | $12,624-98.4% |