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 | $17,753 | $54,762-67.6% | $90,281-80.3% | $72,985-75.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.58% | 30.63%-9.0pp | 78.10%-56.5pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,136 | $2,092+2.1% | $2,854-25.2% | $2,440-12.4% |
| Participant deferral / active EE | $2,705 | $2,887-6.3% | $3,885-30.4% | $3,607-25.0% |
| Admin fee / account holder | $62 | $3,972-98.5% | $5,351-98.9% | $5,124-98.8% |