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 | $13,763 | $48,795-71.8% | $65,493-79.0% | $84,808-83.8% |
| Participation rate | 85.3% | 67.0%+18.3pp | 73.1%+12.2pp | 68.3%+17.0pp |
| Annual return | 25.70% | 20.20%+5.5pp | 982.45%-956.7pp | 40.90%-15.2pp |
| Employer contribution / active EE | $576 | $1,930-70.1% | $2,574-77.6% | $2,631-78.1% |
| Participant deferral / active EE | $1,795 | $2,928-38.7% | $3,961-54.7% | $4,212-57.4% |
| Admin fee / account holder | $248 | $3,877-93.6% | $5,028-95.1% | $7,344-96.6% |