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 | $19,288 | $74,888-74.2% | $71,209-72.9% | $142,382-86.5% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.1%+8.1pp |
| Annual return | 23.14% | 345.14%-322.0pp | 282.51%-259.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $835 | $2,854-70.7% | $2,721-69.3% | $4,299-80.6% |
| Participant deferral / active EE | $2,742 | $4,454-38.4% | $4,175-34.3% | $6,507-57.9% |
| Admin fee / account holder | $83 | $5,568-98.5% | $5,349-98.4% | $12,624-99.3% |