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 | $18,965 | $90,503-79.0% | $78,689-75.9% | $273,961-93.1% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 6.30% | 75.60%-69.3pp | 62.18%-55.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $836 | $3,176-73.7% | $2,851-70.7% | $4,869-82.8% |
| Participant deferral / active EE | $1,192 | $3,901-69.4% | $3,517-66.1% | $5,287-77.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |