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 | $16,747 | $177,572-90.6% | $154,803-89.2% | $142,382-88.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 20.96% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,470 | $4,810-69.4% | $4,305-65.9% | $4,299-65.8% |
| Participant deferral / active EE | $2,033 | $6,272-67.6% | $5,540-63.3% | $6,507-68.8% |
| Admin fee / account holder | $228 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |