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 | $18,382 | $158,398-88.4% | $126,539-85.5% | $142,382-87.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 26.13% | 593.76%-567.6pp | 425.95%-399.8pp | 217.08%-190.9pp |
| Employer contribution / active EE | $687 | $4,650-85.2% | $3,674-81.3% | $4,299-84.0% |
| Participant deferral / active EE | $4,864 | $4,767+2.0% | $4,083+19.1% | $6,507-25.3% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |