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 | $11,302 | $81,248-86.1% | $155,509-92.7% | $80,856-86.0% |
| Participation rate | 76.9% | 66.2%+10.7pp | 78.2%-1.3pp | 67.6%+9.3pp |
| Annual return | 18.48% | 33.31%-14.8pp | 64.67%-46.2pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,854 | $3,100-40.2% | $4,672-60.3% | $2,755-32.7% |
| Participant deferral / active EE | $1,344 | $3,452-61.1% | $5,626-76.1% | $4,296-68.7% |
| Admin fee / account holder | $25 | $7,997-99.7% | $15,912-99.8% | $6,918-99.6% |