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 7-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 | $19,254 | $80,717-76.1% | $154,803-87.6% | $84,808-77.3% |
| Participation rate | 84.0% | 66.8%+17.2pp | 78.1%+5.9pp | 68.3%+15.7pp |
| Annual return | 19.05% | 37.96%-18.9pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,064 | $2,761-61.5% | $4,305-75.3% | $2,631-59.5% |
| Participant deferral / active EE | $2,141 | $3,303-35.2% | $5,540-61.4% | $4,212-49.2% |
| Admin fee / account holder | $77 | $6,746-98.9% | $14,329-99.5% | $7,344-98.9% |