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 4-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 | $25,488 | $127,065-79.9% | $113,168-77.5% | $142,382-82.1% |
| Participation rate | 94.4% | 79.2%+15.2pp | 76.6%+17.9pp | 80.1%+14.3pp |
| Annual return | 18.66% | 24.03%-5.4pp | 24.27%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,711 | $3,442-50.3% | $2,975-42.5% | $4,299-60.2% |
| Participant deferral / active EE | $2,891 | $5,716-49.4% | $5,107-43.4% | $6,507-55.6% |
| Admin fee / account holder | $198 | $15,736-98.7% | $12,068-98.4% | $12,624-98.4% |