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 3-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 | $11,714 | $74,888-84.4% | $71,209-83.5% | $142,382-91.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 36.29% | 345.14%-308.8pp | 282.51%-246.2pp | 217.08%-180.8pp |
| Employer contribution / active EE | $565 | $2,854-80.2% | $2,721-79.2% | $4,299-86.9% |
| Participant deferral / active EE | $3,319 | $4,454-25.5% | $4,175-20.5% | $6,507-49.0% |
| Admin fee / account holder | $38 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |