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 | $19,065 | $126,574-84.9% | $106,213-82.1% | $145,922-86.9% |
| Participation rate | 86.7% | 77.6%+9.0pp | 75.3%+11.4pp | 80.3%+6.4pp |
| Annual return | 21.93% | 224.79%-202.9pp | 116.14%-94.2pp | 561.29%-539.4pp |
| Employer contribution / active EE | $3,342 | $3,730-10.4% | $3,171+5.4% | $4,660-28.3% |
| Participant deferral / active EE | $11,357 | $5,724+98.4% | $5,016+126.4% | $6,688+69.8% |
| Admin fee / account holder | $88 | $17,304-99.5% | $11,033-99.2% | $13,397-99.3% |