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 | $21,234 | $55,706-61.9% | $75,886-72.0% | $72,985-70.9% |
| Participation rate | 93.1% | 61.1%+32.0pp | 69.3%+23.8pp | 69.5%+23.6pp |
| Annual return | 22.77% | 27.59%-4.8pp | 30.76%-8.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $464 | $1,687-72.5% | $2,500-81.4% | $2,440-81.0% |
| Participant deferral / active EE | $3,094 | $2,634+17.5% | $3,603-14.1% | $3,607-14.2% |
| Admin fee / account holder | $9 | $3,978-99.8% | $5,418-99.8% | $5,124-99.8% |