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 | $12,490 | $48,795-74.4% | $65,493-80.9% | $84,808-85.3% |
| Participation rate | 94.4% | 67.0%+27.5pp | 73.1%+21.4pp | 68.3%+26.1pp |
| Annual return | 23.90% | 20.20%+3.7pp | 982.45%-958.5pp | 40.90%-17.0pp |
| Employer contribution / active EE | $1,118 | $1,930-42.1% | $2,574-56.6% | $2,631-57.5% |
| Participant deferral / active EE | $2,103 | $2,928-28.2% | $3,961-46.9% | $4,212-50.1% |
| Admin fee / account holder | $275 | $3,877-92.9% | $5,028-94.5% | $7,344-96.3% |