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 | $12,432 | $54,705-77.3% | $71,209-82.5% | $84,808-85.3% |
| Participation rate | 87.7% | 64.1%+23.6pp | 73.8%+13.9pp | 68.3%+19.4pp |
| Annual return | 19.48% | 35.90%-16.4pp | 282.51%-263.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,106 | $2,158-48.7% | $2,721-59.3% | $2,631-58.0% |
| Participant deferral / active EE | $792 | $3,030-73.9% | $4,175-81.0% | $4,212-81.2% |
| Admin fee / account holder | $271 | $4,863-94.4% | $5,349-94.9% | $7,344-96.3% |