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 | $43,680 | $87,013-49.8% | $106,213-58.9% | $80,856-46.0% |
| Participation rate | 94.4% | 70.4%+24.0pp | 75.3%+19.2pp | 67.6%+26.8pp |
| Annual return | 15.06% | 17.05%-2.0pp | 116.14%-101.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,221 | $2,395-49.0% | $3,171-61.5% | $2,755-55.7% |
| Participant deferral / active EE | $2,118 | $3,986-46.9% | $5,016-57.8% | $4,296-50.7% |
| Admin fee / account holder | $266 | $8,431-96.8% | $11,033-97.6% | $6,918-96.2% |