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 | $9,308 | $85,022-89.1% | $70,515-86.8% | $139,434-93.3% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.3%+11.7pp | 80.3%-0.3pp |
| Annual return | 22.08% | 30.38%-8.3pp | 32.77%-10.7pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,084 | $3,909-72.3% | $2,973-63.5% | $4,751-77.2% |
| Participant deferral / active EE | $1,855 | $5,890-68.5% | $4,567-59.4% | $6,710-72.3% |
| Admin fee / account holder | $67 | $8,906-99.2% | $6,412-99.0% | $11,403-99.4% |