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 | $21,020 | $106,515-80.3% | $96,683-78.3% | $139,434-84.9% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.3%-1.0pp | 80.3%-7.0pp |
| Annual return | 16.85% | 38.43%-21.6pp | 35.69%-18.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,452 | $4,103-64.6% | $3,737-61.1% | $4,751-69.4% |
| Participant deferral / active EE | $3,405 | $5,454-37.6% | $4,878-30.2% | $6,710-49.3% |
| Admin fee / account holder | $66 | $7,877-99.2% | $6,730-99.0% | $11,403-99.4% |