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 3-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 | $15,838 | $114,381-86.2% | $107,525-85.3% | $142,382-88.9% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 20.44% | 242.71%-222.3pp | 181.32%-160.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,335 | $4,015-66.8% | $3,754-64.4% | $4,299-69.0% |
| Participant deferral / active EE | $2,632 | $5,564-52.7% | $5,116-48.5% | $6,507-59.5% |
| Admin fee / account holder | $91 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |