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 | $10,228 | $51,576-80.2% | $129,207-92.1% | $80,856-87.4% |
| Participation rate | 92.0% | 57.0%+35.0pp | 69.6%+22.4pp | 67.6%+24.4pp |
| Annual return | 15.36% | 20.81%-5.4pp | 9417.33%-9402.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $796 | $1,584-49.7% | $4,153-80.8% | $2,755-71.1% |
| Participant deferral / active EE | $2,736 | $2,669+2.5% | $4,168-34.3% | $4,296-36.3% |
| Admin fee / account holder | $259 | $4,305-94.0% | $7,715-96.6% | $6,918-96.3% |