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 | $7,711 | $80,717-90.4% | $154,803-95.0% | $84,808-90.9% |
| Participation rate | 90.2% | 66.8%+23.4pp | 78.1%+12.1pp | 68.3%+21.9pp |
| Annual return | 17.50% | 37.96%-20.5pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,020 | $2,761-63.1% | $4,305-76.3% | $2,631-61.2% |
| Participant deferral / active EE | $1,847 | $3,303-44.1% | $5,540-66.7% | $4,212-56.1% |
| Admin fee / account holder | $185 | $6,746-97.3% | $14,329-98.7% | $7,344-97.5% |