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 | $29,343 | $175,202-83.3% | $149,673-80.4% | $139,434-79.0% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 22.30% | 166.71%-144.4pp | 134.42%-112.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,910 | $5,474-65.1% | $4,818-60.4% | $4,751-59.8% |
| Participant deferral / active EE | $5,794 | $6,519-11.1% | $5,680+2.0% | $6,710-13.7% |
| Admin fee / account holder | $206 | $16,150-98.7% | $13,210-98.4% | $11,403-98.2% |