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 | $17,988 | $96,484-81.4% | $75,886-76.3% | $152,861-88.2% |
| Participation rate | 70.6% | 76.2%-5.6pp | 69.3%+1.3pp | 82.4%-11.9pp |
| Annual return | 25.55% | 33.98%-8.4pp | 30.76%-5.2pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,821 | $3,309-14.8% | $2,500+12.8% | $4,762-40.8% |
| Participant deferral / active EE | $1,125 | $4,553-75.3% | $3,603-68.8% | $5,850-80.8% |
| Admin fee / account holder | $91 | $8,078-98.9% | $5,418-98.3% | $11,596-99.2% |