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 5-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 | $15,542 | $177,572-91.2% | $154,803-90.0% | $142,382-89.1% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | 19.22% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,326 | $4,810-72.4% | $4,305-69.2% | $4,299-69.2% |
| Participant deferral / active EE | $2,519 | $6,272-59.8% | $5,540-54.5% | $6,507-61.3% |
| Admin fee / account holder | $143 | $16,786-99.1% | $14,329-99.0% | $12,624-98.9% |