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 | $27,168 | $101,069-73.1% | $81,478-66.7% | $147,584-81.6% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 15.66% | 32.40%-16.7pp | 38.78%-23.1pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,667 | $3,205-48.0% | $2,568-35.1% | $4,876-65.8% |
| Participant deferral / active EE | $2,508 | $4,242-40.9% | $3,537-29.1% | $5,439-53.9% |
| Admin fee / account holder | $150 | $5,812-97.4% | $4,561-96.7% | $10,885-98.6% |