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 | $26,501 | $65,685-59.7% | $57,179-53.7% | $273,961-90.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 3.34% | 21.99%-18.7pp | 14.59%-11.2pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,393 | $3,279-57.5% | $2,682-48.1% | $4,869-71.4% |
| Participant deferral / active EE | $4,179 | $3,782+10.5% | $3,096+35.0% | $5,287-21.0% |
| Admin fee / account holder | $45 | $4,835-99.1% | $3,139-98.6% | $10,132-99.6% |