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 | $13,871 | $51,175-72.9% | $70,515-80.3% | $75,163-81.5% |
| Participation rate | 98.4% | 60.9%+37.5pp | 68.3%+30.1pp | 67.2%+31.2pp |
| Annual return | 20.08% | 30.02%-9.9pp | 32.77%-12.7pp | 160.62%-140.5pp |
| Employer contribution / active EE | $2,382 | $1,826+30.4% | $2,973-19.9% | $2,670-10.8% |
| Participant deferral / active EE | $2,790 | $2,849-2.1% | $4,567-38.9% | $4,125-32.4% |
| Admin fee / account holder | $228 | $4,091-94.4% | $6,412-96.4% | $5,651-96.0% |