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 | $16,440 | $76,000-78.4% | $154,107-89.3% | $64,186-74.4% |
| Participation rate | 89.2% | 70.4%+18.7pp | 83.0%+6.1pp | 69.6%+19.6pp |
| Annual return | 9.82% | 30.32%-20.5pp | 735.12%-725.3pp | 7.63%+2.2pp |
| Employer contribution / active EE | $1,283 | $3,351-61.7% | $5,298-75.8% | $2,381-46.1% |
| Participant deferral / active EE | $2,148 | $3,175-32.3% | $5,081-57.7% | $3,470-38.1% |
| Admin fee / account holder | $79 | $5,596-98.6% | $13,411-99.4% | $4,888-98.4% |