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 | $22,766 | $106,584-78.6% | $101,326-77.5% | $142,382-84.0% |
| Participation rate | 86.4% | 82.7%+3.7pp | 81.5%+4.9pp | 80.1%+6.2pp |
| Annual return | 16.80% | 36.93%-20.1pp | 36.82%-20.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $517 | $3,956-86.9% | $3,665-85.9% | $4,299-88.0% |
| Participant deferral / active EE | $4,256 | $8,297-48.7% | $7,994-46.8% | $6,507-34.6% |
| Admin fee / account holder | $90 | $11,446-99.2% | $11,185-99.2% | $12,624-99.3% |