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 | $20,539 | $111,754-81.6% | $103,333-80.1% | $145,922-85.9% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 14.91% | 24.77%-9.9pp | 24.88%-10.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,959 | $4,212-53.5% | $3,868-49.3% | $4,660-58.0% |
| Participant deferral / active EE | $3,539 | $5,619-37.0% | $5,057-30.0% | $6,688-47.1% |
| Admin fee / account holder | $71 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |