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 | $18,793 | $85,022-77.9% | $70,515-73.3% | $139,434-86.5% |
| Participation rate | 87.0% | 73.9%+13.0pp | 68.3%+18.6pp | 80.3%+6.6pp |
| Annual return | 19.88% | 30.38%-10.5pp | 32.77%-12.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,280 | $3,909-41.7% | $2,973-23.3% | $4,751-52.0% |
| Participant deferral / active EE | $4,810 | $5,890-18.3% | $4,567+5.3% | $6,710-28.3% |
| Admin fee / account holder | $58 | $8,906-99.4% | $6,412-99.1% | $11,403-99.5% |