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 | $13,568 | $100,773-86.5% | $88,946-84.7% | $142,382-90.5% |
| Participation rate | 94.1% | 74.3%+19.8pp | 68.8%+25.3pp | 80.1%+14.0pp |
| Annual return | 34.23% | 70.18%-36.0pp | 57.82%-23.6pp | 217.08%-182.8pp |
| Employer contribution / active EE | $720 | $2,918-75.3% | $2,555-71.8% | $4,299-83.3% |
| Participant deferral / active EE | $5,249 | $5,230+0.4% | $4,581+14.6% | $6,507-19.3% |
| Admin fee / account holder | $180 | $9,693-98.1% | $8,261-97.8% | $12,624-98.6% |