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 9-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 | $16,672 | $96,635-82.7% | $86,612-80.8% | $139,434-88.0% |
| Participation rate | 78.6% | 74.4%+4.2pp | 71.7%+6.9pp | 80.3%-1.7pp |
| Annual return | 20.78% | 106.41%-85.6pp | 591.07%-570.3pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,241 | $3,263-62.0% | $3,022-58.9% | $4,751-73.9% |
| Participant deferral / active EE | $3,053 | $4,836-36.9% | $4,438-31.2% | $6,710-54.5% |
| Admin fee / account holder | $180 | $6,408-97.2% | $5,614-96.8% | $11,403-98.4% |