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 | $12,165 | $45,073-73.0% | $69,455-82.5% | $72,985-83.3% |
| Participation rate | 72.3% | 68.5%+3.8pp | 74.6%-2.3pp | 69.5%+2.9pp |
| Annual return | 28.52% | 22.65%+5.9pp | 28.97%-0.4pp | 81.00%-52.5pp |
| Employer contribution / active EE | $905 | $2,054-55.9% | $2,779-67.4% | $2,440-62.9% |
| Participant deferral / active EE | $1,773 | $2,602-31.9% | $3,535-49.9% | $3,607-50.9% |
| Admin fee / account holder | $197 | $3,056-93.6% | $3,839-94.9% | $5,124-96.2% |