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 | $23,959 | $46,869-48.9% | $122,332-80.4% | $70,131-65.8% |
| Participation rate | 71.4% | 58.2%+13.2pp | 71.6%-0.2pp | 69.5%+1.9pp |
| Annual return | 16.84% | 24.22%-7.4pp | 30.27%-13.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $347 | $1,288-73.1% | $4,050-91.4% | $2,342-85.2% |
| Participant deferral / active EE | $1,994 | $2,166-8.0% | $3,287-39.3% | $3,332-40.2% |
| Admin fee / account holder | $100 | $3,322-97.0% | $5,478-98.2% | $4,645-97.8% |