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 9-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 | $11,644 | $80,717-85.6% | $154,803-92.5% | $84,808-86.3% |
| Participation rate | 91.2% | 66.8%+24.4pp | 78.1%+13.2pp | 68.3%+22.9pp |
| Annual return | 19.90% | 37.96%-18.1pp | 58.88%-39.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,440 | $2,761-47.8% | $4,305-66.5% | $2,631-45.3% |
| Participant deferral / active EE | $2,249 | $3,303-31.9% | $5,540-59.4% | $4,212-46.6% |
| Admin fee / account holder | $298 | $6,746-95.6% | $14,329-97.9% | $7,344-95.9% |