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 | $12,361 | $57,541-78.5% | $95,745-87.1% | $75,163-83.6% |
| Participation rate | 96.2% | 62.5%+33.6pp | 72.3%+23.9pp | 67.2%+29.0pp |
| Annual return | 19.23% | 34.93%-15.7pp | 28.35%-9.1pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,194 | $1,808-34.0% | $2,835-57.9% | $2,670-55.3% |
| Participant deferral / active EE | $2,093 | $3,074-31.9% | $4,245-50.7% | $4,125-49.3% |
| Admin fee / account holder | $16 | $4,099-99.6% | $5,678-99.7% | $5,651-99.7% |