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 3-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 | $9,437 | $64,839-85.4% | $95,585-90.1% | $84,808-88.9% |
| Participation rate | 76.5% | 63.8%+12.7pp | 72.1%+4.4pp | 68.3%+8.2pp |
| Annual return | 31.12% | -670.96%+702.1pp | 38.56%-7.4pp | 40.90%-9.8pp |
| Employer contribution / active EE | $1,173 | $1,759-33.3% | $2,527-53.6% | $2,631-55.4% |
| Participant deferral / active EE | $2,432 | $2,965-18.0% | $4,023-39.5% | $4,212-42.3% |
| Admin fee / account holder | $23 | $5,964-99.6% | $6,127-99.6% | $7,344-99.7% |