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 | $17,981 | $159,602-88.7% | $150,045-88.0% | $142,382-87.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 26.60% | 70.24%-43.6pp | 62.55%-35.9pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,236 | $4,961-75.1% | $4,693-73.7% | $4,299-71.2% |
| Participant deferral / active EE | $2,794 | $8,310-66.4% | $7,997-65.1% | $6,507-57.1% |
| Admin fee / account holder | $3 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |