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 | $15,156 | $48,795-68.9% | $65,493-76.9% | $84,808-82.1% |
| Participation rate | 98.4% | 67.0%+31.4pp | 73.1%+25.3pp | 68.3%+30.1pp |
| Annual return | 18.70% | 20.20%-1.5pp | 982.45%-963.7pp | 40.90%-22.2pp |
| Employer contribution / active EE | $580 | $1,930-70.0% | $2,574-77.5% | $2,631-78.0% |
| Participant deferral / active EE | $941 | $2,928-67.9% | $3,961-76.2% | $4,212-77.6% |
| Admin fee / account holder | $137 | $3,877-96.5% | $5,028-97.3% | $7,344-98.1% |