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 | $20,736 | $177,572-88.3% | $154,803-86.6% | $142,382-85.4% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 67.84% | 65.07%+2.8pp | 58.88%+9.0pp | 217.08%-149.2pp |
| Employer contribution / active EE | $1,704 | $4,810-64.6% | $4,305-60.4% | $4,299-60.4% |
| Participant deferral / active EE | $3,557 | $6,272-43.3% | $5,540-35.8% | $6,507-45.3% |
| Admin fee / account holder | $42 | $16,786-99.7% | $14,329-99.7% | $12,624-99.7% |