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 | $22,708 | $177,572-87.2% | $154,803-85.3% | $142,382-84.1% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 27.56% | 65.07%-37.5pp | 58.88%-31.3pp | 217.08%-189.5pp |
| Employer contribution / active EE | $2,216 | $4,810-53.9% | $4,305-48.5% | $4,299-48.5% |
| Participant deferral / active EE | $4,516 | $6,272-28.0% | $5,540-18.5% | $6,507-30.6% |
| Admin fee / account holder | $292 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |