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 5-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 | $16,305 | $95,561-82.9% | $77,163-78.9% | $139,434-88.3% |
| Participation rate | 87.5% | 73.9%+13.6pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 25.53% | 54.92%-29.4pp | 37.87%-12.3pp | 372.94%-347.4pp |
| Employer contribution / active EE | $1,721 | $3,147-45.3% | $2,535-32.1% | $4,751-63.8% |
| Participant deferral / active EE | $1,783 | $4,624-61.4% | $3,833-53.5% | $6,710-73.4% |
| Admin fee / account holder | $20 | $8,295-99.8% | $5,472-99.6% | $11,403-99.8% |