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 | $22,571 | $177,572-87.3% | $154,803-85.4% | $142,382-84.1% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 84.76% | 65.07%+19.7pp | 58.88%+25.9pp | 217.08%-132.3pp |
| Employer contribution / active EE | $1,041 | $4,810-78.4% | $4,305-75.8% | $4,299-75.8% |
| Participant deferral / active EE | $4,701 | $6,272-25.0% | $5,540-15.2% | $6,507-27.8% |
| Admin fee / account holder | $189 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |