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 | $16,422 | $118,427-86.1% | $66,042-75.1% | $142,382-88.5% |
| Participation rate | 80.0% | 68.1%+11.9pp | 67.5%+12.5pp | 80.1%-0.1pp |
| Annual return | 19.47% | 35.57%-16.1pp | 52.11%-32.6pp | 217.08%-197.6pp |
| Employer contribution / active EE | $841 | $2,570-67.3% | $1,579-46.7% | $4,299-80.4% |
| Participant deferral / active EE | $1,179 | $4,311-72.7% | $2,835-58.4% | $6,507-81.9% |
| Admin fee / account holder | $52 | $9,593-99.5% | $5,747-99.1% | $12,624-99.6% |