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 | $18,503 | $115,882-84.0% | $100,516-81.6% | $158,922-88.4% |
| Participation rate | 94.7% | 81.6%+13.2pp | 79.4%+15.3pp | 82.0%+12.8pp |
| Annual return | 24.00% | 34.79%-10.8pp | 30.89%-6.9pp | 302.83%-278.8pp |
| Employer contribution / active EE | $527 | $4,103-87.2% | $3,418-84.6% | $4,761-88.9% |
| Participant deferral / active EE | $3,921 | $6,674-41.2% | $6,270-37.5% | $5,982-34.4% |
| Admin fee / account holder | $78 | $10,995-99.3% | $8,081-99.0% | $11,246-99.3% |