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 9-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 | $11,143 | $104,664-89.4% | $85,682-87.0% | $167,490-93.3% |
| Participation rate | 92.9% | 76.4%+16.5pp | 69.9%+23.0pp | 82.1%+10.8pp |
| Annual return | 14.83% | 21.45%-6.6pp | 21.49%-6.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $4,275 | $3,337+28.1% | $2,618+63.3% | $4,837-11.6% |
| Participant deferral / active EE | $2,171 | $4,824-55.0% | $3,923-44.6% | $6,341-65.8% |
| Admin fee / account holder | $155 | $10,032-98.5% | $6,873-97.7% | $12,309-98.7% |