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 7-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 | $23,716 | $80,717-70.6% | $154,803-84.7% | $84,808-72.0% |
| Participation rate | 80.6% | 66.8%+13.8pp | 78.1%+2.6pp | 68.3%+12.3pp |
| Annual return | 19.93% | 37.96%-18.0pp | 58.88%-39.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,050 | $2,761-62.0% | $4,305-75.6% | $2,631-60.1% |
| Participant deferral / active EE | $3,072 | $3,303-7.0% | $5,540-44.5% | $4,212-27.0% |
| Admin fee / account holder | $152 | $6,746-97.7% | $14,329-98.9% | $7,344-97.9% |