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 4-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 | $17,067 | $99,918-82.9% | $81,382-79.0% | $145,922-88.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 20.42% | 34.32%-13.9pp | 24.73%-4.3pp | 561.29%-540.9pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,713 | $4,605+24.1% | $3,883+47.1% | $6,688-14.6% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |