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 | $24,556 | $54,705-55.1% | $71,209-65.5% | $84,808-71.0% |
| Participation rate | 89.7% | 64.1%+25.6pp | 73.8%+15.9pp | 68.3%+21.3pp |
| Annual return | 15.62% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,780 | $2,158-17.5% | $2,721-34.6% | $2,631-32.3% |
| Participant deferral / active EE | $4,245 | $3,030+40.1% | $4,175+1.7% | $4,212+0.8% |
| Admin fee / account holder | $283 | $4,863-94.2% | $5,349-94.7% | $7,344-96.2% |