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 6-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 | $12,582 | $117,983-89.3% | $101,794-87.6% | $142,382-91.2% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 20.93% | 36.92%-16.0pp | 30.53%-9.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $802 | $2,773-71.1% | $2,289-65.0% | $4,299-81.3% |
| Participant deferral / active EE | $1,515 | $4,714-67.9% | $4,084-62.9% | $6,507-76.7% |
| Admin fee / account holder | $215 | $10,433-97.9% | $8,777-97.5% | $12,624-98.3% |