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 4-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 | $13,257 | $111,724-88.1% | $93,606-85.8% | $145,922-90.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.18% | 202.98%-190.8pp | 133.20%-121.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $775 | $3,090-74.9% | $2,420-68.0% | $4,660-83.4% |
| Participant deferral / active EE | $2,673 | $4,912-45.6% | $4,411-39.4% | $6,688-60.0% |
| Admin fee / account holder | $130 | $10,250-98.7% | $8,285-98.4% | $13,397-99.0% |