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 | $18,064 | $80,717-77.6% | $154,803-88.3% | $84,808-78.7% |
| Participation rate | 86.7% | 66.8%+19.9pp | 78.1%+8.6pp | 68.3%+18.4pp |
| Annual return | 19.49% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $666 | $2,761-75.9% | $4,305-84.5% | $2,631-74.7% |
| Participant deferral / active EE | $1,802 | $3,303-45.5% | $5,540-67.5% | $4,212-57.2% |
| Admin fee / account holder | $126 | $6,746-98.1% | $14,329-99.1% | $7,344-98.3% |