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 | $18,453 | $96,635-80.9% | $86,612-78.7% | $139,434-86.8% |
| Participation rate | 77.3% | 74.4%+2.9pp | 71.7%+5.6pp | 80.3%-3.0pp |
| Annual return | 20.09% | 106.41%-86.3pp | 591.07%-571.0pp | 372.94%-352.8pp |
| Employer contribution / active EE | $595 | $3,263-81.8% | $3,022-80.3% | $4,751-87.5% |
| Participant deferral / active EE | $1,786 | $4,836-63.1% | $4,438-59.7% | $6,710-73.4% |
| Admin fee / account holder | $151 | $6,408-97.6% | $5,614-97.3% | $11,403-98.7% |