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 | $24,614 | $76,312-67.7% | $67,221-63.4% | $158,922-84.5% |
| Participation rate | 84.2% | 84.3%-0.1pp | 79.4%+4.8pp | 82.0%+2.3pp |
| Annual return | 21.73% | 22.77%-1.0pp | 20.72%+1.0pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,748 | $4,476-61.0% | $3,723-53.1% | $4,761-63.3% |
| Participant deferral / active EE | $3,211 | $5,264-39.0% | $4,384-26.8% | $5,982-46.3% |
| Admin fee / account holder | $100 | $8,005-98.7% | $5,844-98.3% | $11,246-99.1% |