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 | $19,853 | $91,190-78.2% | $178,490-88.9% | $79,858-75.1% |
| Participation rate | 79.6% | 69.2%+10.4pp | 81.9%-2.3pp | 69.6%+10.0pp |
| Annual return | 36.55% | 24.19%+12.4pp | 151.07%-114.5pp | 31.71%+4.8pp |
| Employer contribution / active EE | $1,269 | $3,256-61.0% | $5,011-74.7% | $2,471-48.6% |
| Participant deferral / active EE | $3,341 | $3,236+3.2% | $5,202-35.8% | $3,740-10.7% |
| Admin fee / account holder | $274 | $6,751-95.9% | $13,984-98.0% | $5,306-94.8% |