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 | $12,817 | $85,022-84.9% | $70,515-81.8% | $139,434-90.8% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 28.90% | 30.38%-1.5pp | 32.77%-3.9pp | 372.94%-344.0pp |
| Employer contribution / active EE | $1,333 | $3,909-65.9% | $2,973-55.2% | $4,751-72.0% |
| Participant deferral / active EE | $3,178 | $5,890-46.1% | $4,567-30.4% | $6,710-52.6% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |