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 3-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 | $24,334 | $74,888-67.5% | $71,209-65.8% | $142,382-82.9% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 24.94% | 345.14%-320.2pp | 282.51%-257.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $2,310 | $2,854-19.1% | $2,721-15.1% | $4,299-46.3% |
| Participant deferral / active EE | $8,138 | $4,454+82.7% | $4,175+94.9% | $6,507+25.1% |
| Admin fee / account holder | $16 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |