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 | $18,381 | $93,071-80.3% | $74,583-75.4% | $273,961-93.3% |
| Participation rate | 93.8% | 74.9%+18.8pp | 68.1%+25.6pp | 83.0%+10.7pp |
| Annual return | 10.09% | 26.18%-16.1pp | 20.47%-10.4pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,217 | $3,160-61.5% | $2,525-51.8% | $4,869-75.0% |
| Participant deferral / active EE | $4,106 | $4,160-1.3% | $3,458+18.7% | $5,287-22.3% |
| Admin fee / account holder | $63 | $5,272-98.8% | $4,138-98.5% | $10,132-99.4% |