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 | $18,230 | $159,602-88.6% | $150,045-87.9% | $142,382-87.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 17.53% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,613 | $4,961-67.5% | $4,693-65.6% | $4,299-62.5% |
| Participant deferral / active EE | $2,931 | $8,310-64.7% | $7,997-63.3% | $6,507-55.0% |
| Admin fee / account holder | $65 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |