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 | $16,924 | $114,381-85.2% | $107,525-84.3% | $142,382-88.1% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 26.81% | 242.71%-215.9pp | 181.32%-154.5pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,124 | $4,015-72.0% | $3,754-70.1% | $4,299-73.9% |
| Participant deferral / active EE | $4,170 | $5,564-25.1% | $5,116-18.5% | $6,507-35.9% |
| Admin fee / account holder | $9 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |