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 | $19,170 | $111,754-82.8% | $103,333-81.4% | $145,922-86.9% |
| Participation rate | 79.2% | 77.9%+1.2pp | 74.5%+4.7pp | 80.3%-1.1pp |
| Annual return | 16.46% | 24.77%-8.3pp | 24.88%-8.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,208 | $4,212-47.6% | $3,868-42.9% | $4,660-52.6% |
| Participant deferral / active EE | $2,977 | $5,619-47.0% | $5,057-41.1% | $6,688-55.5% |
| Admin fee / account holder | $145 | $9,750-98.5% | $8,355-98.3% | $13,397-98.9% |