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 10-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 | $18,770 | $49,227-61.9% | $70,449-73.4% | $79,858-76.5% |
| Participation rate | 96.8% | 69.2%+27.6pp | 75.1%+21.7pp | 69.6%+27.1pp |
| Annual return | 15.11% | 30.06%-15.0pp | 109.03%-93.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,271 | $2,099+8.2% | $2,737-17.0% | $2,471-8.1% |
| Participant deferral / active EE | $1,745 | $2,768-36.9% | $3,709-52.9% | $3,740-53.3% |
| Admin fee / account holder | $2 | $2,878-99.9% | $3,845-99.9% | $5,306-100.0% |