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 10-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 | $13,998 | $90,503-84.5% | $78,689-82.2% | $273,961-94.9% |
| Participation rate | 84.2% | 76.5%+7.7pp | 73.6%+10.6pp | 83.0%+1.2pp |
| Annual return | 41.38% | 75.60%-34.2pp | 62.18%-20.8pp | 41.45%-0.1pp |
| Employer contribution / active EE | $1,210 | $3,176-61.9% | $2,851-57.5% | $4,869-75.1% |
| Participant deferral / active EE | $2,491 | $3,901-36.2% | $3,517-29.2% | $5,287-52.9% |
| Admin fee / account holder | $74 | $5,263-98.6% | $4,510-98.4% | $10,132-99.3% |