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 | $10,054 | $114,381-91.2% | $107,525-90.6% | $142,382-92.9% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 35.63% | 242.71%-207.1pp | 181.32%-145.7pp | 217.08%-181.4pp |
| Employer contribution / active EE | $1,566 | $4,015-61.0% | $3,754-58.3% | $4,299-63.6% |
| Participant deferral / active EE | $3,437 | $5,564-38.2% | $5,116-32.8% | $6,507-47.2% |
| Admin fee / account holder | $166 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |