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 | $19,528 | $115,770-83.1% | $101,248-80.7% | $158,922-87.7% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.8%+8.4pp | 82.0%+2.3pp |
| Annual return | 19.86% | 56.14%-36.3pp | 46.47%-26.6pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,759 | $4,175-57.9% | $3,660-51.9% | $4,761-63.1% |
| Participant deferral / active EE | $3,321 | $4,957-33.0% | $4,370-24.0% | $5,982-44.5% |
| Admin fee / account holder | $161 | $7,245-97.8% | $5,945-97.3% | $11,246-98.6% |