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 | $19,696 | $127,065-84.5% | $113,168-82.6% | $142,382-86.2% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 20.77% | 24.03%-3.3pp | 24.27%-3.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,040 | $5,716+40.7% | $5,107+57.4% | $6,507+23.6% |
| Admin fee / account holder | $70 | $15,736-99.6% | $12,068-99.4% | $12,624-99.4% |