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 5-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 | $21,089 | $111,724-81.1% | $93,606-77.5% | $145,922-85.5% |
| Participation rate | 76.5% | 74.2%+2.3pp | 68.7%+7.7pp | 80.3%-3.8pp |
| Annual return | 12.18% | 202.98%-190.8pp | 133.20%-121.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,157 | $3,090-62.5% | $2,420-52.2% | $4,660-75.2% |
| Participant deferral / active EE | $2,142 | $4,912-56.4% | $4,411-51.5% | $6,688-68.0% |
| Admin fee / account holder | $145 | $10,250-98.6% | $8,285-98.3% | $13,397-98.9% |