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 4-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 | $25,838 | $163,101-84.2% | $136,749-81.1% | $142,382-81.9% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 19.71% | 27.54%-7.8pp | 24.33%-4.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $805 | $4,117-80.4% | $3,400-76.3% | $4,299-81.3% |
| Participant deferral / active EE | $8,078 | $5,585+44.6% | $4,692+72.2% | $6,507+24.1% |
| Admin fee / account holder | $253 | $14,318-98.2% | $11,386-97.8% | $12,624-98.0% |