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 | $22,429 | $99,877-77.5% | $84,966-73.6% | $145,922-84.6% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 12.60% | 83.76%-71.2pp | 66.38%-53.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,212 | $3,231-62.5% | $2,727-55.5% | $4,660-74.0% |
| Participant deferral / active EE | $2,466 | $5,291-53.4% | $4,519-45.4% | $6,688-63.1% |
| Admin fee / account holder | $281 | $7,248-96.1% | $6,149-95.4% | $13,397-97.9% |