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 | $17,362 | $177,572-90.2% | $154,803-88.8% | $142,382-87.8% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 26.25% | 65.07%-38.8pp | 58.88%-32.6pp | 217.08%-190.8pp |
| Employer contribution / active EE | $2,193 | $4,810-54.4% | $4,305-49.1% | $4,299-49.0% |
| Participant deferral / active EE | $6,017 | $6,272-4.1% | $5,540+8.6% | $6,507-7.5% |
| Admin fee / account holder | $16 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |