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 10-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 | $10,482 | $69,207-84.9% | $64,056-83.6% | $139,434-92.5% |
| Participation rate | 95.7% | 75.6%+20.1pp | 72.3%+23.3pp | 80.3%+15.3pp |
| Annual return | 21.33% | 45.88%-24.6pp | 33.69%-12.4pp | 372.94%-351.6pp |
| Employer contribution / active EE | $799 | $3,182-74.9% | $2,747-70.9% | $4,751-83.2% |
| Participant deferral / active EE | $1,307 | $4,682-72.1% | $3,880-66.3% | $6,710-80.5% |
| Admin fee / account holder | $132 | $4,244-96.9% | $3,068-95.7% | $11,403-98.8% |