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 | $11,278 | $77,899-85.5% | $149,673-92.5% | $75,163-85.0% |
| Participation rate | 75.7% | 65.6%+10.1pp | 78.8%-3.1pp | 67.2%+8.5pp |
| Annual return | 21.61% | 31.72%-10.1pp | 134.42%-112.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $861 | $3,137-72.5% | $4,818-82.1% | $2,670-67.7% |
| Participant deferral / active EE | $2,343 | $3,411-31.3% | $5,680-58.8% | $4,125-43.2% |
| Admin fee / account holder | $80 | $5,956-98.6% | $13,210-99.4% | $5,651-98.6% |