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 | $20,766 | $148,534-86.0% | $135,903-84.7% | $139,434-85.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 71.97% | 79.19%-7.2pp | 68.23%+3.7pp | 372.94%-301.0pp |
| Employer contribution / active EE | $2,682 | $5,243-48.8% | $4,856-44.8% | $4,751-43.5% |
| Participant deferral / active EE | $10,559 | $8,100+30.4% | $7,758+36.1% | $6,710+57.4% |
| Admin fee / account holder | $26 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |