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 5-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 | $14,907 | $210,648-92.9% | $177,989-91.6% | $145,922-89.8% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 14.35% | 385.86%-371.5pp | 294.48%-280.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,229 | $4,565-73.1% | $3,949-68.9% | $4,660-73.6% |
| Participant deferral / active EE | $2,039 | $6,958-70.7% | $6,276-67.5% | $6,688-69.5% |
| Admin fee / account holder | $220 | $12,013-98.2% | $10,363-97.9% | $13,397-98.4% |