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 5-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 | $12,629 | $74,888-83.1% | $71,209-82.3% | $142,382-91.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 19.81% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $791 | $2,854-72.3% | $2,721-70.9% | $4,299-81.6% |
| Participant deferral / active EE | $1,052 | $4,454-76.4% | $4,175-74.8% | $6,507-83.8% |
| Admin fee / account holder | $210 | $5,568-96.2% | $5,349-96.1% | $12,624-98.3% |