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 | $27,958 | $54,541-48.7% | $78,778-64.5% | $70,131-60.1% |
| Participation rate | 80.0% | 60.8%+19.2pp | 69.2%+10.8pp | 69.5%+10.5pp |
| Annual return | 20.01% | 21.07%-1.1pp | 35.62%-15.6pp | 73.14%-53.1pp |
| Employer contribution / active EE | $903 | $1,089-17.0% | $1,986-54.5% | $2,342-61.4% |
| Participant deferral / active EE | $1,932 | $2,210-12.6% | $2,958-34.7% | $3,332-42.0% |
| Admin fee / account holder | $6 | $3,709-99.8% | $5,134-99.9% | $4,645-99.9% |