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 10-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 | $19,389 | $65,365-70.3% | $92,893-79.1% | $72,985-73.4% |
| Participation rate | 84.6% | 68.3%+16.3pp | 76.0%+8.6pp | 69.5%+15.1pp |
| Annual return | 24.36% | 42.10%-17.7pp | 109.41%-85.1pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,234 | $2,594-13.9% | $3,653-38.8% | $2,440-8.4% |
| Participant deferral / active EE | $4,955 | $3,128+58.4% | $4,236+17.0% | $3,607+37.3% |
| Admin fee / account holder | $1 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |