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 | $23,405 | $106,515-78.0% | $96,683-75.8% | $139,434-83.2% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 23.24% | 38.43%-15.2pp | 35.69%-12.4pp | 372.94%-349.7pp |
| Employer contribution / active EE | $2,434 | $4,103-40.7% | $3,737-34.9% | $4,751-48.8% |
| Participant deferral / active EE | $3,536 | $5,454-35.2% | $4,878-27.5% | $6,710-47.3% |
| Admin fee / account holder | $56 | $7,877-99.3% | $6,730-99.2% | $11,403-99.5% |