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 | $14,225 | $177,572-92.0% | $154,803-90.8% | $142,382-90.0% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 18.44% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,640 | $4,810-65.9% | $4,305-61.9% | $4,299-61.9% |
| Participant deferral / active EE | $2,432 | $6,272-61.2% | $5,540-56.1% | $6,507-62.6% |
| Admin fee / account holder | $80 | $16,786-99.5% | $14,329-99.4% | $12,624-99.4% |