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 | $13,761 | $114,381-88.0% | $107,525-87.2% | $142,382-90.3% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 25.23% | 242.71%-217.5pp | 181.32%-156.1pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,067 | $4,015-48.5% | $3,754-44.9% | $4,299-51.9% |
| Participant deferral / active EE | $3,422 | $5,564-38.5% | $5,116-33.1% | $6,507-47.4% |
| Admin fee / account holder | $10 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |