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 | $37,948 | $114,381-66.8% | $107,525-64.7% | $142,382-73.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.13% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,688 | $4,015-57.9% | $3,754-55.0% | $4,299-60.7% |
| Participant deferral / active EE | $8,627 | $5,564+55.0% | $5,116+68.6% | $6,507+32.6% |
| Admin fee / account holder | $131 | $9,860-98.7% | $8,919-98.5% | $12,624-99.0% |