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 3-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 | $12,742 | $81,248-84.3% | $155,509-91.8% | $80,856-84.2% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.6%+22.4pp |
| Annual return | 18.12% | 33.31%-15.2pp | 64.67%-46.6pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,751 | $3,100-43.5% | $4,672-62.5% | $2,755-36.4% |
| Participant deferral / active EE | $4,333 | $3,452+25.5% | $5,626-23.0% | $4,296+0.9% |
| Admin fee / account holder | $248 | $7,997-96.9% | $15,912-98.4% | $6,918-96.4% |