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 | $3,680 | $54,705-93.3% | $71,209-94.8% | $84,808-95.7% |
| Participation rate | 75.9% | 64.1%+11.8pp | 73.8%+2.1pp | 68.3%+7.6pp |
| Annual return | 39.90% | 35.90%+4.0pp | 282.51%-242.6pp | 40.90%-1.0pp |
| Employer contribution / active EE | $1,098 | $2,158-49.1% | $2,721-59.6% | $2,631-58.3% |
| Participant deferral / active EE | $1,178 | $3,030-61.1% | $4,175-71.8% | $4,212-72.0% |
| Admin fee / account holder | $10 | $4,863-99.8% | $5,349-99.8% | $7,344-99.9% |