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 3-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 | $22,332 | $80,717-72.3% | $154,803-85.6% | $84,808-73.7% |
| Participation rate | 96.8% | 66.8%+30.0pp | 78.1%+18.7pp | 68.3%+28.5pp |
| Annual return | 27.35% | 37.96%-10.6pp | 58.88%-31.5pp | 40.90%-13.5pp |
| Employer contribution / active EE | $2,592 | $2,761-6.1% | $4,305-39.8% | $2,631-1.5% |
| Participant deferral / active EE | $4,763 | $3,303+44.2% | $5,540-14.0% | $4,212+13.1% |
| Admin fee / account holder | $28 | $6,746-99.6% | $14,329-99.8% | $7,344-99.6% |