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 4-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 | $10,020 | $60,022-83.3% | $88,946-88.7% | $84,808-88.2% |
| Participation rate | 90.9% | 57.8%+33.1pp | 68.8%+22.1pp | 68.3%+22.6pp |
| Annual return | 22.60% | 22.43%+0.2pp | 57.82%-35.2pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,903 | $1,703+11.7% | $2,555-25.5% | $2,631-27.7% |
| Participant deferral / active EE | $1,904 | $3,114-38.9% | $4,581-58.4% | $4,212-54.8% |
| Admin fee / account holder | $203 | $4,811-95.8% | $8,261-97.5% | $7,344-97.2% |