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 | $23,220 | $81,248-71.4% | $155,509-85.1% | $80,856-71.3% |
| Participation rate | 95.5% | 66.2%+29.2pp | 78.2%+17.3pp | 67.6%+27.8pp |
| Annual return | 13.70% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,036 | $3,100-34.3% | $4,672-56.4% | $2,755-26.1% |
| Participant deferral / active EE | $3,493 | $3,452+1.2% | $5,626-37.9% | $4,296-18.7% |
| Admin fee / account holder | $209 | $7,997-97.4% | $15,912-98.7% | $6,918-97.0% |