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 | $8,416 | $80,717-89.6% | $154,803-94.6% | $84,808-90.1% |
| Participation rate | 78.8% | 66.8%+12.0pp | 78.1%+0.7pp | 68.3%+10.5pp |
| Annual return | 19.02% | 37.96%-18.9pp | 58.88%-39.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,046 | $3,303-7.8% | $5,540-45.0% | $4,212-27.7% |
| Admin fee / account holder | $128 | $6,746-98.1% | $14,329-99.1% | $7,344-98.3% |