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 8-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 | $20,653 | $48,795-57.7% | $65,493-68.5% | $84,808-75.6% |
| Participation rate | 75.7% | 67.0%+8.7pp | 73.1%+2.6pp | 68.3%+7.4pp |
| Annual return | 16.13% | 20.20%-4.1pp | 982.45%-966.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,127 | $1,930-41.6% | $2,574-56.2% | $2,631-57.2% |
| Participant deferral / active EE | $1,873 | $2,928-36.0% | $3,961-52.7% | $4,212-55.5% |
| Admin fee / account holder | $10 | $3,877-99.7% | $5,028-99.8% | $7,344-99.9% |