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 | $12,057 | $114,047-89.4% | $96,139-87.5% | $167,490-92.8% |
| Participation rate | 92.9% | 75.1%+17.8pp | 68.4%+24.4pp | 82.1%+10.8pp |
| Annual return | 16.89% | 189.88%-173.0pp | 191.94%-175.1pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,169 | $3,427-36.7% | $2,797-22.5% | $4,837-55.2% |
| Participant deferral / active EE | $4,105 | $5,194-21.0% | $4,349-5.6% | $6,341-35.3% |
| Admin fee / account holder | $45 | $6,897-99.3% | $5,537-99.2% | $12,309-99.6% |