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 4-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 | $13,772 | $100,773-86.3% | $88,946-84.5% | $142,382-90.3% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.8%+9.7pp | 80.1%-1.5pp |
| Annual return | 21.32% | 70.18%-48.9pp | 57.82%-36.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $805 | $2,918-72.4% | $2,555-68.5% | $4,299-81.3% |
| Participant deferral / active EE | $1,646 | $5,230-68.5% | $4,581-64.1% | $6,507-74.7% |
| Admin fee / account holder | $12 | $9,693-99.9% | $8,261-99.9% | $12,624-99.9% |