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 | $22,241 | $177,572-87.5% | $154,803-85.6% | $142,382-84.4% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 19.04% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,980 | $4,810-58.8% | $4,305-54.0% | $4,299-53.9% |
| Participant deferral / active EE | $4,953 | $6,272-21.0% | $5,540-10.6% | $6,507-23.9% |
| Admin fee / account holder | $158 | $16,786-99.1% | $14,329-98.9% | $12,624-98.7% |