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 | $15,522 | $45,035-65.5% | $62,995-75.4% | $70,131-77.9% |
| Participation rate | 84.6% | 69.5%+15.1pp | 74.8%+9.8pp | 69.5%+15.1pp |
| Annual return | 14.51% | 18.76%-4.2pp | 87.57%-73.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,035 | $2,051-49.6% | $2,759-62.5% | $2,342-55.8% |
| Participant deferral / active EE | $1,656 | $2,465-32.8% | $3,329-50.3% | $3,332-50.3% |
| Admin fee / account holder | $50 | $2,834-98.2% | $3,600-98.6% | $4,645-98.9% |