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 | $11,617 | $107,452-89.2% | $91,541-87.3% | $142,382-91.8% |
| Participation rate | 84.6% | 75.1%+9.5pp | 69.8%+14.8pp | 80.1%+4.5pp |
| Annual return | 23.12% | 22.06%+1.1pp | 20.50%+2.6pp | 217.08%-194.0pp |
| Employer contribution / active EE | $335 | $2,994-88.8% | $2,505-86.6% | $4,299-92.2% |
| Participant deferral / active EE | $1,715 | $4,754-63.9% | $4,008-57.2% | $6,507-73.6% |
| Admin fee / account holder | $42 | $8,834-99.5% | $6,956-99.4% | $12,624-99.7% |