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 | $10,125 | $64,839-84.4% | $95,585-89.4% | $84,808-88.1% |
| Participation rate | 78.8% | 63.8%+15.0pp | 72.1%+6.7pp | 68.3%+10.5pp |
| Annual return | 23.70% | -670.96%+694.7pp | 38.56%-14.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $1,104 | $1,759-37.3% | $2,527-56.3% | $2,631-58.1% |
| Participant deferral / active EE | $2,429 | $2,965-18.1% | $4,023-39.6% | $4,212-42.3% |
| Admin fee / account holder | $227 | $5,964-96.2% | $6,127-96.3% | $7,344-96.9% |