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 | $22,885 | $114,381-80.0% | $107,525-78.7% | $142,382-83.9% |
| Participation rate | 81.3% | 78.1%+3.1pp | 75.1%+6.2pp | 80.1%+1.1pp |
| Annual return | 16.33% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,620 | $4,015-59.6% | $3,754-56.8% | $4,299-62.3% |
| Participant deferral / active EE | $3,050 | $5,564-45.2% | $5,116-40.4% | $6,507-53.1% |
| Admin fee / account holder | $265 | $9,860-97.3% | $8,919-97.0% | $12,624-97.9% |