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 | $19,396 | $148,534-86.9% | $135,903-85.7% | $139,434-86.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 23.39% | 79.19%-55.8pp | 68.23%-44.8pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,939 | $5,243-63.0% | $4,856-60.1% | $4,751-59.2% |
| Participant deferral / active EE | $4,893 | $8,100-39.6% | $7,758-36.9% | $6,710-27.1% |
| Admin fee / account holder | $245 | $12,400-98.0% | $10,762-97.7% | $11,403-97.9% |