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 5-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 | $9,221 | $80,717-88.6% | $154,803-94.0% | $84,808-89.1% |
| Participation rate | 85.5% | 66.8%+18.6pp | 78.1%+7.4pp | 68.3%+17.1pp |
| Annual return | 73.25% | 37.96%+35.3pp | 58.88%+14.4pp | 40.90%+32.3pp |
| Employer contribution / active EE | $1,257 | $2,761-54.5% | $4,305-70.8% | $2,631-52.2% |
| Participant deferral / active EE | $2,203 | $3,303-33.3% | $5,540-60.2% | $4,212-47.7% |
| Admin fee / account holder | $90 | $6,746-98.7% | $14,329-99.4% | $7,344-98.8% |