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 | $10,598 | $117,690-91.0% | $71,735-85.2% | $134,475-92.1% |
| Participation rate | 90.5% | 68.8%+21.7pp | 62.3%+28.2pp | 81.2%+9.3pp |
| Annual return | 13.41% | 25.44%-12.0pp | 9.14%+4.3pp | 417.96%-404.6pp |
| Employer contribution / active EE | $1,022 | $2,525-59.5% | $1,704-40.0% | $4,740-78.4% |
| Participant deferral / active EE | $4,103 | $3,759+9.2% | $2,658+54.4% | $6,400-35.9% |
| Admin fee / account holder | $99 | $6,379-98.5% | $3,974-97.5% | $11,426-99.1% |