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 | $13,860 | $54,705-74.7% | $71,209-80.5% | $84,808-83.7% |
| Participation rate | 86.2% | 64.1%+22.1pp | 73.8%+12.5pp | 68.3%+17.9pp |
| Annual return | 15.36% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,011 | $2,158-53.1% | $2,721-62.8% | $2,631-61.6% |
| Participant deferral / active EE | $1,605 | $3,030-47.0% | $4,175-61.6% | $4,212-61.9% |
| Admin fee / account holder | $279 | $4,863-94.3% | $5,349-94.8% | $7,344-96.2% |