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 | $15,311 | $177,572-91.4% | $154,803-90.1% | $142,382-89.2% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 19.18% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,566 | $4,810-67.4% | $4,305-63.6% | $4,299-63.6% |
| Participant deferral / active EE | $2,938 | $6,272-53.2% | $5,540-47.0% | $6,507-54.9% |
| Admin fee / account holder | $298 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |