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 | $11,486 | $103,949-89.0% | $69,182-83.4% | $273,961-95.8% |
| Participation rate | 85.7% | 67.4%+18.4pp | 55.1%+30.6pp | 83.0%+2.7pp |
| Annual return | 0.74% | 35.28%-34.5pp | -21.93%+22.7pp | 41.45%-40.7pp |
| Employer contribution / active EE | $114 | $1,783-93.6% | $1,206-90.5% | $4,869-97.7% |
| Participant deferral / active EE | $570 | $2,716-79.0% | $1,897-69.9% | $5,287-89.2% |
| Admin fee / account holder | $298 | $3,671-91.9% | $2,697-88.9% | $10,132-97.1% |