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 | $11,649 | $99,877-88.3% | $84,966-86.3% | $145,922-92.0% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 13.02% | 83.76%-70.7pp | 66.38%-53.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,523 | $3,231-52.9% | $2,727-44.2% | $4,660-67.3% |
| Participant deferral / active EE | $1,824 | $5,291-65.5% | $4,519-59.6% | $6,688-72.7% |
| Admin fee / account holder | $95 | $7,248-98.7% | $6,149-98.5% | $13,397-99.3% |