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 | $12,857 | $74,888-82.8% | $71,209-81.9% | $142,382-91.0% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 13.95% | 345.14%-331.2pp | 282.51%-268.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,201 | $2,854+12.1% | $2,721+17.6% | $4,299-25.5% |
| Participant deferral / active EE | $3,499 | $4,454-21.5% | $4,175-16.2% | $6,507-46.2% |
| Admin fee / account holder | $172 | $5,568-96.9% | $5,349-96.8% | $12,624-98.6% |