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 | $28,685 | $100,773-71.5% | $88,946-67.8% | $142,382-79.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.12% | 70.18%-51.1pp | 57.82%-38.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,531 | $2,918-47.5% | $2,555-40.1% | $4,299-64.4% |
| Participant deferral / active EE | $7,846 | $5,230+50.0% | $4,581+71.3% | $6,507+20.6% |
| Admin fee / account holder | $134 | $9,693-98.6% | $8,261-98.4% | $12,624-98.9% |