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 7-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 | $18,333 | $124,281-85.2% | $109,143-83.2% | $167,490-89.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.65% | 26.04%-7.4pp | 25.75%-7.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $1,460 | $4,207-65.3% | $3,722-60.8% | $4,837-69.8% |
| Participant deferral / active EE | $3,982 | $5,255-24.2% | $4,653-14.4% | $6,341-37.2% |
| Admin fee / account holder | $279 | $7,970-96.5% | $6,752-95.9% | $12,309-97.7% |