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 8-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 | $7,341 | $96,635-92.4% | $86,612-91.5% | $139,434-94.7% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 23.58% | 106.41%-82.8pp | 591.07%-567.5pp | 372.94%-349.4pp |
| Employer contribution / active EE | $867 | $3,263-73.4% | $3,022-71.3% | $4,751-81.8% |
| Participant deferral / active EE | $1,253 | $4,836-74.1% | $4,438-71.8% | $6,710-81.3% |
| Admin fee / account holder | $255 | $6,408-96.0% | $5,614-95.5% | $11,403-97.8% |