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 | $28,530 | $102,966-72.3% | $90,281-68.4% | $152,861-81.3% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 19.68% | 95.16%-75.5pp | 78.10%-58.4pp | 345.32%-325.6pp |
| Employer contribution / active EE | $666 | $3,139-78.8% | $2,854-76.7% | $4,762-86.0% |
| Participant deferral / active EE | $1,349 | $4,281-68.5% | $3,885-65.3% | $5,850-76.9% |
| Admin fee / account holder | $279 | $6,171-95.5% | $5,351-94.8% | $11,596-97.6% |