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 4-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 | $19,183 | $106,515-82.0% | $96,683-80.2% | $139,434-86.2% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 16.79% | 38.43%-21.6pp | 35.69%-18.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,058 | $4,103-74.2% | $3,737-71.7% | $4,751-77.7% |
| Participant deferral / active EE | $1,693 | $5,454-68.9% | $4,878-65.3% | $6,710-74.8% |
| Admin fee / account holder | $229 | $7,877-97.1% | $6,730-96.6% | $11,403-98.0% |