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 | $18,787 | $110,502-83.0% | $80,716-76.7% | $167,490-88.8% |
| Participation rate | 80.0% | 64.0%+16.0pp | 54.2%+25.8pp | 82.1%-2.1pp |
| Annual return | 18.51% | 120.54%-102.0pp | 87.28%-68.8pp | 478.56%-460.1pp |
| Employer contribution / active EE | $1,296 | $1,543-16.0% | $1,160+11.7% | $4,837-73.2% |
| Participant deferral / active EE | $2,968 | $2,871+3.4% | $2,146+38.3% | $6,341-53.2% |
| Admin fee / account holder | $29 | $4,545-99.4% | $3,380-99.2% | $12,309-99.8% |