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 4-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 | $15,914 | $80,717-80.3% | $154,803-89.7% | $84,808-81.2% |
| Participation rate | 70.4% | 66.8%+3.6pp | 78.1%-7.7pp | 68.3%+2.1pp |
| Annual return | 22.60% | 37.96%-15.4pp | 58.88%-36.3pp | 40.90%-18.3pp |
| Employer contribution / active EE | $671 | $2,761-75.7% | $4,305-84.4% | $2,631-74.5% |
| Participant deferral / active EE | $2,635 | $3,303-20.2% | $5,540-52.4% | $4,212-37.4% |
| Admin fee / account holder | $19 | $6,746-99.7% | $14,329-99.9% | $7,344-99.7% |