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 | $7,922 | $109,982-92.8% | $97,226-91.9% | $145,922-94.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 12.80% | 242.90%-230.1pp | 75.13%-62.3pp | 561.29%-548.5pp |
| Employer contribution / active EE | $789 | $3,084-74.4% | $2,729-71.1% | $4,660-83.1% |
| Participant deferral / active EE | $1,212 | $4,676-74.1% | $4,264-71.6% | $6,688-81.9% |
| Admin fee / account holder | $137 | $6,221-97.8% | $5,654-97.6% | $13,397-99.0% |