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 | $14,839 | $80,717-81.6% | $154,803-90.4% | $84,808-82.5% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 20.06% | 37.96%-17.9pp | 58.88%-38.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,079 | $2,761-60.9% | $4,305-74.9% | $2,631-59.0% |
| Participant deferral / active EE | $3,902 | $3,303+18.1% | $5,540-29.6% | $4,212-7.3% |
| Admin fee / account holder | $132 | $6,746-98.0% | $14,329-99.1% | $7,344-98.2% |