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 6-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 | $15,149 | $117,983-87.2% | $101,794-85.1% | $142,382-89.4% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 19.39% | 36.92%-17.5pp | 30.53%-11.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $986 | $2,773-64.4% | $2,289-56.9% | $4,299-77.1% |
| Participant deferral / active EE | $2,442 | $4,714-48.2% | $4,084-40.2% | $6,507-62.5% |
| Admin fee / account holder | $96 | $10,433-99.1% | $8,777-98.9% | $12,624-99.2% |