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 | $13,576 | $60,022-77.4% | $88,946-84.7% | $84,808-84.0% |
| Participation rate | 76.9% | 57.8%+19.1pp | 68.8%+8.1pp | 68.3%+8.6pp |
| Annual return | 17.10% | 22.43%-5.3pp | 57.82%-40.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,276 | $1,703-25.0% | $2,555-50.0% | $2,631-51.5% |
| Participant deferral / active EE | $2,890 | $3,114-7.2% | $4,581-36.9% | $4,212-31.4% |
| Admin fee / account holder | $246 | $4,811-94.9% | $8,261-97.0% | $7,344-96.6% |