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 7-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 | $17,783 | $111,724-84.1% | $93,606-81.0% | $145,922-87.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 12.38% | 202.98%-190.6pp | 133.20%-120.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,796 | $3,090-9.5% | $2,420+15.6% | $4,660-40.0% |
| Participant deferral / active EE | $3,912 | $4,912-20.4% | $4,411-11.3% | $6,688-41.5% |
| Admin fee / account holder | $133 | $10,250-98.7% | $8,285-98.4% | $13,397-99.0% |