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 10-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 | $22,858 | $127,065-82.0% | $113,168-79.8% | $142,382-83.9% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 19.86% | 24.03%-4.2pp | 24.27%-4.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,170 | $3,442-37.0% | $2,975-27.1% | $4,299-49.5% |
| Participant deferral / active EE | $2,955 | $5,716-48.3% | $5,107-42.1% | $6,507-54.6% |
| Admin fee / account holder | $7 | $15,736-100.0% | $12,068-99.9% | $12,624-99.9% |