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 | $14,702 | $49,227-70.1% | $70,449-79.1% | $79,858-81.6% |
| Participation rate | 72.0% | 69.2%+2.8pp | 75.1%-3.1pp | 69.6%+2.4pp |
| Annual return | 15.74% | 30.06%-14.3pp | 109.03%-93.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,068 | $2,099-49.1% | $2,737-61.0% | $2,471-56.8% |
| Participant deferral / active EE | $3,439 | $2,768+24.3% | $3,709-7.3% | $3,740-8.0% |
| Admin fee / account holder | $158 | $2,878-94.5% | $3,845-95.9% | $5,306-97.0% |