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 9-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 | $27,939 | $100,773-72.3% | $88,946-68.6% | $142,382-80.4% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 18.67% | 70.18%-51.5pp | 57.82%-39.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $365 | $2,918-87.5% | $2,555-85.7% | $4,299-91.5% |
| Participant deferral / active EE | $1,646 | $5,230-68.5% | $4,581-64.1% | $6,507-74.7% |
| Admin fee / account holder | $222 | $9,693-97.7% | $8,261-97.3% | $12,624-98.2% |