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 | $13,413 | $50,972-73.7% | $88,538-84.9% | $72,985-81.6% |
| Participation rate | 80.8% | 63.4%+17.4pp | 68.7%+12.0pp | 69.5%+11.3pp |
| Annual return | 27.13% | 29.62%-2.5pp | 43.64%-16.5pp | 81.00%-53.9pp |
| Employer contribution / active EE | $1,423 | $1,475-3.5% | $2,098-32.2% | $2,440-41.7% |
| Participant deferral / active EE | $2,957 | $2,230+32.6% | $2,914+1.5% | $3,607-18.0% |
| Admin fee / account holder | $0 | $3,230-100.0% | $4,310-100.0% | $5,124-100.0% |