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 | $25,118 | $96,484-74.0% | $75,886-66.9% | $152,861-83.6% |
| Participation rate | 95.2% | 76.2%+19.0pp | 69.3%+26.0pp | 82.4%+12.8pp |
| Annual return | 21.14% | 33.98%-12.8pp | 30.76%-9.6pp | 345.32%-324.2pp |
| Employer contribution / active EE | $918 | $3,309-72.3% | $2,500-63.3% | $4,762-80.7% |
| Participant deferral / active EE | $1,212 | $4,553-73.4% | $3,603-66.4% | $5,850-79.3% |
| Admin fee / account holder | $217 | $8,078-97.3% | $5,418-96.0% | $11,596-98.1% |