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 5-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 | $12,959 | $99,877-87.0% | $84,966-84.7% | $145,922-91.1% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 12.29% | 83.76%-71.5pp | 66.38%-54.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,731 | $3,231-15.5% | $2,727+0.2% | $4,660-41.4% |
| Participant deferral / active EE | $2,573 | $5,291-51.4% | $4,519-43.1% | $6,688-61.5% |
| Admin fee / account holder | $220 | $7,248-97.0% | $6,149-96.4% | $13,397-98.4% |