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 8-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 | $9,933 | $104,974-90.5% | $95,585-89.6% | $142,382-93.0% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 18.19% | 210.33%-192.1pp | 38.56%-20.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,038 | $2,779-62.6% | $2,527-58.9% | $4,299-75.8% |
| Participant deferral / active EE | $2,265 | $4,352-48.0% | $4,023-43.7% | $6,507-65.2% |
| Admin fee / account holder | $201 | $6,386-96.9% | $6,127-96.7% | $12,624-98.4% |