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 9-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 | $14,729 | $177,572-91.7% | $154,803-90.5% | $142,382-89.7% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 15.36% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,682 | $4,810-65.0% | $4,305-60.9% | $4,299-60.9% |
| Participant deferral / active EE | $2,019 | $6,272-67.8% | $5,540-63.6% | $6,507-69.0% |
| Admin fee / account holder | $273 | $16,786-98.4% | $14,329-98.1% | $12,624-97.8% |