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 | $18,676 | $77,314-75.8% | $177,989-89.5% | $80,856-76.9% |
| Participation rate | 82.1% | 65.7%+16.4pp | 77.1%+5.1pp | 67.6%+14.5pp |
| Annual return | 12.59% | 18.09%-5.5pp | 294.48%-281.9pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,870 | $2,292-18.4% | $3,949-52.7% | $2,755-32.1% |
| Participant deferral / active EE | $4,378 | $4,411-0.7% | $6,276-30.2% | $4,296+1.9% |
| Admin fee / account holder | $221 | $7,191-96.9% | $10,363-97.9% | $6,918-96.8% |