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 | $14,861 | $114,381-87.0% | $107,525-86.2% | $142,382-89.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 14.02% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,287 | $4,015-18.1% | $3,754-12.4% | $4,299-23.5% |
| Participant deferral / active EE | $7,546 | $5,564+35.6% | $5,116+47.5% | $6,507+16.0% |
| Admin fee / account holder | $18 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |