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 | $27,048 | $183,519-85.3% | $155,509-82.6% | $145,922-81.5% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 16.07% | 61.17%-45.1pp | 64.67%-48.6pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,012 | $5,313-62.1% | $4,672-56.9% | $4,660-56.8% |
| Participant deferral / active EE | $3,629 | $6,462-43.8% | $5,626-35.5% | $6,688-45.7% |
| Admin fee / account holder | $89 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |