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 | $21,865 | $96,484-77.3% | $75,886-71.2% | $152,861-85.7% |
| Participation rate | 84.6% | 76.2%+8.4pp | 69.3%+15.3pp | 82.4%+2.2pp |
| Annual return | 26.28% | 33.98%-7.7pp | 30.76%-4.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,699 | $3,309-48.7% | $2,500-32.0% | $4,762-64.3% |
| Participant deferral / active EE | $2,714 | $4,553-40.4% | $3,603-24.7% | $5,850-53.6% |
| Admin fee / account holder | $11 | $8,078-99.9% | $5,418-99.8% | $11,596-99.9% |