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 | $28,434 | $124,319-77.1% | $111,297-74.5% | $167,490-83.0% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 11.99% | 37.44%-25.4pp | 54.65%-42.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,280 | $3,435-62.7% | $2,731-53.1% | $4,837-73.5% |
| Participant deferral / active EE | $1,954 | $5,180-62.3% | $4,487-56.5% | $6,341-69.2% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |