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 | $17,738 | $47,848-62.9% | $81,478-78.2% | $70,131-74.7% |
| Participation rate | 83.3% | 58.3%+25.1pp | 68.0%+15.4pp | 69.5%+13.8pp |
| Annual return | 24.02% | 27.25%-3.2pp | 38.78%-14.8pp | 73.14%-49.1pp |
| Employer contribution / active EE | $3,915 | $1,527+156.3% | $2,568+52.5% | $2,342+67.1% |
| Participant deferral / active EE | $3,714 | $2,453+51.4% | $3,537+5.0% | $3,332+11.5% |
| Admin fee / account holder | $286 | $3,145-90.9% | $4,561-93.7% | $4,645-93.9% |