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 5-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 | $14,633 | $106,515-86.3% | $96,683-84.9% | $139,434-89.5% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 19.50% | 38.43%-18.9pp | 35.69%-16.2pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,145 | $4,103-47.7% | $3,737-42.6% | $4,751-54.8% |
| Participant deferral / active EE | $3,568 | $5,454-34.6% | $4,878-26.9% | $6,710-46.8% |
| Admin fee / account holder | $203 | $7,877-97.4% | $6,730-97.0% | $11,403-98.2% |