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 | $21,305 | $103,376-79.4% | $87,100-75.5% | $152,861-86.1% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 23.28% | 28.10%-4.8pp | 28.19%-4.9pp | 345.32%-322.0pp |
| Employer contribution / active EE | $6,437 | $3,220+99.9% | $2,521+155.3% | $4,762+35.2% |
| Participant deferral / active EE | $5,951 | $4,778+24.6% | $4,049+47.0% | $5,850+1.7% |
| Admin fee / account holder | $217 | $12,205-98.2% | $7,497-97.1% | $11,596-98.1% |