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 10-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 | $25,391 | $104,251-75.6% | $91,001-72.1% | $147,584-82.8% |
| Participation rate | 81.0% | 78.2%+2.7pp | 75.6%+5.4pp | 82.8%-1.9pp |
| Annual return | 19.73% | 27.06%-7.3pp | 4.60%+15.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,638 | $3,116-47.4% | $2,456-33.3% | $4,876-66.4% |
| Participant deferral / active EE | $2,977 | $4,195-29.0% | $3,547-16.1% | $5,439-45.3% |
| Admin fee / account holder | $262 | $8,948-97.1% | $5,417-95.2% | $10,885-97.6% |