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 | $20,185 | $159,602-87.4% | $150,045-86.5% | $142,382-85.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 23.23% | 70.24%-47.0pp | 62.55%-39.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,130 | $4,961-77.2% | $4,693-75.9% | $4,299-73.7% |
| Participant deferral / active EE | $4,673 | $8,310-43.8% | $7,997-41.6% | $6,507-28.2% |
| Admin fee / account holder | $127 | $14,846-99.1% | $13,435-99.1% | $12,624-99.0% |