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 | $14,162 | $111,754-87.3% | $103,333-86.3% | $145,922-90.3% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 26.21% | 24.77%+1.4pp | 24.88%+1.3pp | 561.29%-535.1pp |
| Employer contribution / active EE | $3,704 | $4,212-12.1% | $3,868-4.2% | $4,660-20.5% |
| Participant deferral / active EE | $4,412 | $5,619-21.5% | $5,057-12.8% | $6,688-34.0% |
| Admin fee / account holder | $15 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |