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 | $10,246 | $99,877-89.7% | $84,966-87.9% | $145,922-93.0% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.2pp | 80.3%+11.4pp |
| Annual return | 16.88% | 83.76%-66.9pp | 66.38%-49.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,687 | $3,231-47.8% | $2,727-38.1% | $4,660-63.8% |
| Participant deferral / active EE | $4,269 | $5,291-19.3% | $4,519-5.5% | $6,688-36.2% |
| Admin fee / account holder | $28 | $7,248-99.6% | $6,149-99.5% | $13,397-99.8% |