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 | $15,544 | $91,190-83.0% | $178,490-91.3% | $79,858-80.5% |
| Participation rate | 73.3% | 69.2%+4.1pp | 81.9%-8.6pp | 69.6%+3.7pp |
| Annual return | 18.61% | 24.19%-5.6pp | 151.07%-132.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,673 | $3,256-48.6% | $5,011-66.6% | $2,471-32.3% |
| Participant deferral / active EE | $3,009 | $3,236-7.0% | $5,202-42.1% | $3,740-19.5% |
| Admin fee / account holder | $282 | $6,751-95.8% | $13,984-98.0% | $5,306-94.7% |