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 | $18,752 | $114,381-83.6% | $107,525-82.6% | $142,382-86.8% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 24.13% | 242.71%-218.6pp | 181.32%-157.2pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,242 | $4,015-69.1% | $3,754-66.9% | $4,299-71.1% |
| Participant deferral / active EE | $2,477 | $5,564-55.5% | $5,116-51.6% | $6,507-61.9% |
| Admin fee / account holder | $69 | $9,860-99.3% | $8,919-99.2% | $12,624-99.5% |