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 | $19,367 | $56,053-65.4% | $75,972-74.5% | $80,856-76.0% |
| Participation rate | 92.7% | 62.0%+30.7pp | 69.1%+23.6pp | 67.6%+25.0pp |
| Annual return | 17.18% | 20.53%-3.4pp | 359.55%-342.4pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,432 | $1,874-23.6% | $2,685-46.7% | $2,755-48.0% |
| Participant deferral / active EE | $1,918 | $3,052-37.1% | $4,255-54.9% | $4,296-55.3% |
| Admin fee / account holder | $279 | $5,234-94.7% | $6,467-95.7% | $6,918-96.0% |