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 5-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 | $22,556 | $133,922-83.2% | $116,228-80.6% | $142,382-84.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 24.16% | 147.76%-123.6pp | 90.06%-65.9pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,360 | $3,446-60.5% | $2,994-54.6% | $4,299-68.4% |
| Participant deferral / active EE | $2,524 | $5,672-55.5% | $4,953-49.0% | $6,507-61.2% |
| Admin fee / account holder | $80 | $14,945-99.5% | $11,989-99.3% | $12,624-99.4% |