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 | $16,186 | $61,774-73.8% | $97,226-83.4% | $80,856-80.0% |
| Participation rate | 92.0% | 63.5%+28.5pp | 72.7%+19.3pp | 67.6%+24.4pp |
| Annual return | 15.43% | -557.90%+573.3pp | 75.13%-59.7pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,357 | $1,837-26.1% | $2,729-50.3% | $2,755-50.8% |
| Participant deferral / active EE | $1,449 | $3,029-52.1% | $4,264-66.0% | $4,296-66.3% |
| Admin fee / account holder | $32 | $5,166-99.4% | $5,654-99.4% | $6,918-99.5% |