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 6-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 | $13,807 | $114,381-87.9% | $107,525-87.2% | $142,382-90.3% |
| Participation rate | 81.0% | 78.1%+2.8pp | 75.1%+5.9pp | 80.1%+0.8pp |
| Annual return | 22.42% | 242.71%-220.3pp | 181.32%-158.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,399 | $4,015-65.2% | $3,754-62.7% | $4,299-67.5% |
| Participant deferral / active EE | $2,853 | $5,564-48.7% | $5,116-44.2% | $6,507-56.2% |
| Admin fee / account holder | $168 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |