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 3-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 | $6,729 | $95,266-92.9% | $82,389-91.8% | $142,382-95.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 26.03% | 25.74%+0.3pp | 28.67%-2.6pp | 217.08%-191.0pp |
| Employer contribution / active EE | $1,200 | $2,991-59.9% | $2,517-52.3% | $4,299-72.1% |
| Participant deferral / active EE | $1,406 | $4,809-70.8% | $4,155-66.2% | $6,507-78.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |