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 | $18,545 | $107,334-82.7% | $92,893-80.0% | $152,861-87.9% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 32.24% | 145.58%-113.3pp | 109.41%-77.2pp | 345.32%-313.1pp |
| Employer contribution / active EE | $826 | $4,221-80.4% | $3,653-77.4% | $4,762-82.6% |
| Participant deferral / active EE | $2,763 | $4,845-43.0% | $4,236-34.8% | $5,850-52.8% |
| Admin fee / account holder | $103 | $7,079-98.6% | $5,794-98.2% | $11,596-99.1% |