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 | $33,372 | $57,354-41.8% | $83,848-60.2% | $64,186-48.0% |
| Participation rate | 95.7% | 68.6%+27.0pp | 76.1%+19.5pp | 69.6%+26.1pp |
| Annual return | 11.60% | 11.38%+0.2pp | 850.88%-839.3pp | 7.63%+4.0pp |
| Employer contribution / active EE | $870 | $2,545-65.8% | $3,631-76.1% | $2,381-63.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $99 | $4,046-97.5% | $5,478-98.2% | $4,888-98.0% |