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 | $18,107 | $100,773-82.0% | $88,946-79.6% | $142,382-87.3% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.8%+23.5pp | 80.1%+12.2pp |
| Annual return | 50.03% | 70.18%-20.2pp | 57.82%-7.8pp | 217.08%-167.0pp |
| Employer contribution / active EE | $1,593 | $2,918-45.4% | $2,555-37.6% | $4,299-62.9% |
| Participant deferral / active EE | $3,000 | $5,230-42.6% | $4,581-34.5% | $6,507-53.9% |
| Admin fee / account holder | $254 | $9,693-97.4% | $8,261-96.9% | $12,624-98.0% |