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 8-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 | $17,457 | $105,859-83.5% | $90,160-80.6% | $147,584-88.2% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $5,252 | $4,126+27.3% | $3,318+58.3% | $4,876+7.7% |
| Participant deferral / active EE | $9,689 | $5,733+69.0% | $5,288+83.2% | $5,439+78.1% |
| Admin fee / account holder | $10 | $8,046-99.9% | $5,943-99.8% | $10,885-99.9% |