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 | $21,366 | $156,846-86.4% | $121,098-82.4% | $139,434-84.7% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 24.32% | 1474.56%-1450.2pp | 985.75%-961.4pp | 372.94%-348.6pp |
| Employer contribution / active EE | $1,707 | $5,536-69.2% | $4,164-59.0% | $4,751-64.1% |
| Participant deferral / active EE | $2,205 | $4,844-54.5% | $4,080-46.0% | $6,710-67.1% |
| Admin fee / account holder | $61 | $6,946-99.1% | $5,644-98.9% | $11,403-99.5% |