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 7-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 | $22,459 | $80,717-72.2% | $154,803-85.5% | $84,808-73.5% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 20.32% | 37.96%-17.6pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,156 | $2,761-58.2% | $4,305-73.2% | $2,631-56.1% |
| Participant deferral / active EE | $1,418 | $3,303-57.1% | $5,540-74.4% | $4,212-66.3% |
| Admin fee / account holder | $87 | $6,746-98.7% | $14,329-99.4% | $7,344-98.8% |