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 4-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 | $11,194 | $80,717-86.1% | $154,803-92.8% | $84,808-86.8% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 24.63% | 37.96%-13.3pp | 58.88%-34.3pp | 40.90%-16.3pp |
| Employer contribution / active EE | $1,127 | $2,761-59.2% | $4,305-73.8% | $2,631-57.2% |
| Participant deferral / active EE | $3,579 | $3,303+8.4% | $5,540-35.4% | $4,212-15.0% |
| Admin fee / account holder | $233 | $6,746-96.5% | $14,329-98.4% | $7,344-96.8% |