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 | $14,221 | $114,381-87.6% | $107,525-86.8% | $142,382-90.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 18.27% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,162 | $4,015-71.1% | $3,754-69.0% | $4,299-73.0% |
| Participant deferral / active EE | $1,756 | $5,564-68.4% | $5,116-65.7% | $6,507-73.0% |
| Admin fee / account holder | $27 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |