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 10-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 | $9,895 | $37,426-73.6% | $77,482-87.2% | $79,858-87.6% |
| Participation rate | 78.4% | 41.5%+36.9pp | 54.2%+24.2pp | 69.6%+8.7pp |
| Annual return | 14.96% | 39.70%-24.7pp | 54.79%-39.8pp | 31.71%-16.8pp |
| Employer contribution / active EE | $763 | $637+19.9% | $986-22.6% | $2,471-69.1% |
| Participant deferral / active EE | $1,147 | $1,260-9.0% | $1,861-38.4% | $3,740-69.3% |
| Admin fee / account holder | $281 | $2,504-88.8% | $2,858-90.2% | $5,306-94.7% |