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 | $19,912 | $159,602-87.5% | $150,045-86.7% | $142,382-86.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 21.04% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,690 | $4,961-65.9% | $4,693-64.0% | $4,299-60.7% |
| Participant deferral / active EE | $3,707 | $8,310-55.4% | $7,997-53.7% | $6,507-43.0% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |