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 | $19,025 | $106,515-82.1% | $96,683-80.3% | $139,434-86.4% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 20.71% | 38.43%-17.7pp | 35.69%-15.0pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,027 | $4,103-75.0% | $3,737-72.5% | $4,751-78.4% |
| Participant deferral / active EE | $1,983 | $5,454-63.6% | $4,878-59.3% | $6,710-70.4% |
| Admin fee / account holder | $68 | $7,877-99.1% | $6,730-99.0% | $11,403-99.4% |