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 | $20,511 | $95,266-78.5% | $82,389-75.1% | $142,382-85.6% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 14.33% | 25.74%-11.4pp | 28.67%-14.3pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,387 | $2,991-53.6% | $2,517-44.9% | $4,299-67.7% |
| Participant deferral / active EE | $6,366 | $4,809+32.4% | $4,155+53.2% | $6,507-2.2% |
| Admin fee / account holder | $153 | $8,563-98.2% | $7,231-97.9% | $12,624-98.8% |