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 | $16,875 | $51,576-67.3% | $129,207-86.9% | $80,856-79.1% |
| Participation rate | 96.0% | 57.0%+39.0pp | 69.6%+26.4pp | 67.6%+28.4pp |
| Annual return | 11.97% | 20.81%-8.8pp | 9417.33%-9405.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $554 | $1,584-65.0% | $4,153-86.7% | $2,755-79.9% |
| Participant deferral / active EE | $797 | $2,669-70.1% | $4,168-80.9% | $4,296-81.4% |
| Admin fee / account holder | $99 | $4,305-97.7% | $7,715-98.7% | $6,918-98.6% |