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 | $12,572 | $110,261-88.6% | $95,745-86.9% | $139,434-91.0% |
| Participation rate | 95.2% | 75.8%+19.5pp | 72.3%+23.0pp | 80.3%+14.9pp |
| Annual return | 22.61% | 27.11%-4.5pp | 28.35%-5.7pp | 372.94%-350.3pp |
| Employer contribution / active EE | $826 | $3,257-74.7% | $2,835-70.9% | $4,751-82.6% |
| Participant deferral / active EE | $3,251 | $4,676-30.5% | $4,245-23.4% | $6,710-51.5% |
| Admin fee / account holder | $126 | $6,613-98.1% | $5,678-97.8% | $11,403-98.9% |