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 5-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 | $9,653 | $80,717-88.0% | $154,803-93.8% | $84,808-88.6% |
| Participation rate | 86.3% | 66.8%+19.5pp | 78.1%+8.2pp | 68.3%+18.0pp |
| Annual return | 19.59% | 37.96%-18.4pp | 58.88%-39.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,322 | $2,761-52.1% | $4,305-69.3% | $2,631-49.8% |
| Participant deferral / active EE | $2,793 | $3,303-15.4% | $5,540-49.6% | $4,212-33.7% |
| Admin fee / account holder | $105 | $6,746-98.4% | $14,329-99.3% | $7,344-98.6% |