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 | $20,939 | $94,752-77.9% | $112,887-81.5% | $139,434-85.0% |
| Participation rate | 92.3% | 81.3%+11.1pp | 80.5%+11.8pp | 80.3%+12.0pp |
| Annual return | 34.27% | 40.88%-6.6pp | 34.10%+0.2pp | 372.94%-338.7pp |
| Employer contribution / active EE | $3,603 | $4,625-22.1% | $4,563-21.0% | $4,751-24.2% |
| Participant deferral / active EE | $8,935 | $6,512+37.2% | $6,513+37.2% | $6,710+33.2% |
| Admin fee / account holder | $287 | $8,527-96.6% | $7,047-95.9% | $11,403-97.5% |