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 | $23,989 | $114,381-79.0% | $107,525-77.7% | $142,382-83.2% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 17.47% | 242.71%-225.2pp | 181.32%-163.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,496 | $4,015-62.7% | $3,754-60.1% | $4,299-65.2% |
| Participant deferral / active EE | $2,089 | $5,564-62.5% | $5,116-59.2% | $6,507-67.9% |
| Admin fee / account holder | $221 | $9,860-97.8% | $8,919-97.5% | $12,624-98.2% |