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 | $11,613 | $80,717-85.6% | $154,803-92.5% | $84,808-86.3% |
| Participation rate | 86.2% | 66.8%+19.4pp | 78.1%+8.1pp | 68.3%+17.9pp |
| Annual return | 22.19% | 37.96%-15.8pp | 58.88%-36.7pp | 40.90%-18.7pp |
| Employer contribution / active EE | $1,779 | $2,761-35.6% | $4,305-58.7% | $2,631-32.4% |
| Participant deferral / active EE | $3,525 | $3,303+6.7% | $5,540-36.4% | $4,212-16.3% |
| Admin fee / account holder | $230 | $6,746-96.6% | $14,329-98.4% | $7,344-96.9% |