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 3-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 | $10,020 | $100,773-90.1% | $88,946-88.7% | $142,382-93.0% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 30.70% | 70.18%-39.5pp | 57.82%-27.1pp | 217.08%-186.4pp |
| Employer contribution / active EE | $1,745 | $2,918-40.2% | $2,555-31.7% | $4,299-59.4% |
| Participant deferral / active EE | $2,338 | $5,230-55.3% | $4,581-49.0% | $6,507-64.1% |
| Admin fee / account holder | $43 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |