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 | $23,077 | $69,207-66.7% | $64,056-64.0% | $139,434-83.4% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 26.24% | 45.88%-19.6pp | 33.69%-7.4pp | 372.94%-346.7pp |
| Employer contribution / active EE | $1,084 | $3,182-65.9% | $2,747-60.5% | $4,751-77.2% |
| Participant deferral / active EE | $7,930 | $4,682+69.4% | $3,880+104.4% | $6,710+18.2% |
| Admin fee / account holder | $47 | $4,244-98.9% | $3,068-98.5% | $11,403-99.6% |