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 10-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 | $22,142 | $114,381-80.6% | $107,525-79.4% | $142,382-84.4% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 16.00% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,306 | $4,015-17.7% | $3,754-11.9% | $4,299-23.1% |
| Participant deferral / active EE | $5,311 | $5,564-4.5% | $5,116+3.8% | $6,507-18.4% |
| Admin fee / account holder | $293 | $9,860-97.0% | $8,919-96.7% | $12,624-97.7% |