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 6-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 | $29,397 | $114,381-74.3% | $107,525-72.7% | $142,382-79.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.16% | 242.71%-226.5pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $934 | $4,015-76.7% | $3,754-75.1% | $4,299-78.3% |
| Participant deferral / active EE | $2,754 | $5,564-50.5% | $5,116-46.2% | $6,507-57.7% |
| Admin fee / account holder | $81 | $9,860-99.2% | $8,919-99.1% | $12,624-99.4% |