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 | $19,969 | $63,346-68.5% | $92,233-78.3% | $70,131-71.5% |
| Participation rate | 76.0% | 68.7%+7.3pp | 76.5%-0.5pp | 69.5%+6.5pp |
| Annual return | 21.31% | 530.12%-508.8pp | 176.28%-155.0pp | 73.14%-51.8pp |
| Employer contribution / active EE | $1,295 | $2,471-47.6% | $3,679-64.8% | $2,342-44.7% |
| Participant deferral / active EE | $3,601 | $2,854+26.2% | $3,897-7.6% | $3,332+8.1% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |