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 | $20,060 | $177,572-88.7% | $154,803-87.0% | $142,382-85.9% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.1%+4.3pp | 80.1%+2.2pp |
| Annual return | 16.32% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,346 | $4,810-72.0% | $4,305-68.7% | $4,299-68.7% |
| Participant deferral / active EE | $3,960 | $6,272-36.9% | $5,540-28.5% | $6,507-39.1% |
| Admin fee / account holder | $76 | $16,786-99.5% | $14,329-99.5% | $12,624-99.4% |