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 9-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 | $13,827 | $111,754-87.6% | $103,333-86.6% | $145,922-90.5% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 16.41% | 24.77%-8.4pp | 24.88%-8.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $918 | $4,212-78.2% | $3,868-76.3% | $4,660-80.3% |
| Participant deferral / active EE | $2,257 | $5,619-59.8% | $5,057-55.4% | $6,688-66.3% |
| Admin fee / account holder | $274 | $9,750-97.2% | $8,355-96.7% | $13,397-98.0% |