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 | $24,336 | $62,672-61.2% | $185,117-86.9% | $70,131-65.3% |
| Participation rate | 88.2% | 63.8%+24.5pp | 77.3%+11.0pp | 69.5%+18.7pp |
| Annual return | 19.11% | 40.79%-21.7pp | 40.50%-21.4pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,663 | $1,753-5.1% | $4,182-60.2% | $2,342-29.0% |
| Participant deferral / active EE | $3,086 | $3,272-5.7% | $5,045-38.8% | $3,332-7.4% |
| Admin fee / account holder | $124 | $3,932-96.8% | $8,159-98.5% | $4,645-97.3% |