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 | $14,020 | $54,762-74.4% | $90,281-84.5% | $72,985-80.8% |
| Participation rate | 71.1% | 65.1%+5.9pp | 73.3%-2.2pp | 69.5%+1.6pp |
| Annual return | 23.30% | 30.63%-7.3pp | 78.10%-54.8pp | 81.00%-57.7pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,007 | $2,887-65.1% | $3,885-74.1% | $3,607-72.1% |
| Admin fee / account holder | $188 | $3,972-95.3% | $5,351-96.5% | $5,124-96.3% |