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 | $16,860 | $65,061-74.1% | $143,757-88.3% | $66,914-74.8% |
| Participation rate | 96.6% | 65.2%+31.4pp | 80.3%+16.3pp | 69.8%+26.8pp |
| Annual return | 6.43% | -11.14%+17.6pp | -0.04%+6.5pp | 1.58%+4.9pp |
| Employer contribution / active EE | $593 | $2,361-74.9% | $4,951-88.0% | $2,544-76.7% |
| Participant deferral / active EE | $1,443 | $2,919-50.6% | $5,637-74.4% | $4,237-65.9% |
| Admin fee / account holder | $266 | $502-47.0% | $14,673-98.2% | $593-55.1% |