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 | $11,906 | $111,754-89.3% | $103,333-88.5% | $145,922-91.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 16.95% | 24.77%-7.8pp | 24.88%-7.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,205 | $4,212-71.4% | $3,868-68.8% | $4,660-74.1% |
| Participant deferral / active EE | $1,837 | $5,619-67.3% | $5,057-63.7% | $6,688-72.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |