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 4-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 | $10,282 | $114,381-91.0% | $107,525-90.4% | $142,382-92.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.92% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,403 | $4,015-65.1% | $3,754-62.6% | $4,299-67.4% |
| Participant deferral / active EE | $3,296 | $5,564-40.8% | $5,116-35.6% | $6,507-49.4% |
| Admin fee / account holder | $189 | $9,860-98.1% | $8,919-97.9% | $12,624-98.5% |