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 | $21,743 | $177,572-87.8% | $154,803-86.0% | $142,382-84.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 20.67% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,141 | $4,810-76.3% | $4,305-73.5% | $4,299-73.5% |
| Participant deferral / active EE | $3,906 | $6,272-37.7% | $5,540-29.5% | $6,507-40.0% |
| Admin fee / account holder | $77 | $16,786-99.5% | $14,329-99.5% | $12,624-99.4% |