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 | $20,845 | $114,381-81.8% | $107,525-80.6% | $142,382-85.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 22.97% | 242.71%-219.7pp | 181.32%-158.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $3,131 | $4,015-22.0% | $3,754-16.6% | $4,299-27.2% |
| Participant deferral / active EE | $3,870 | $5,564-30.4% | $5,116-24.3% | $6,507-40.5% |
| Admin fee / account holder | $120 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |