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 7-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 | $14,345 | $102,966-86.1% | $90,281-84.1% | $152,861-90.6% |
| Participation rate | 76.2% | 75.9%+0.3pp | 73.3%+2.9pp | 82.4%-6.3pp |
| Annual return | 22.40% | 95.16%-72.8pp | 78.10%-55.7pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,332 | $3,139-57.6% | $2,854-53.3% | $4,762-72.0% |
| Participant deferral / active EE | $3,724 | $4,281-13.0% | $3,885-4.2% | $5,850-36.3% |
| Admin fee / account holder | $205 | $6,171-96.7% | $5,351-96.2% | $11,596-98.2% |