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 10-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 | $7,800 | $30,400-74.3% | $53,898-85.5% | $84,808-90.8% |
| Participation rate | 82.1% | 46.4%+35.6pp | 55.0%+27.1pp | 68.3%+13.7pp |
| Annual return | 15.70% | 500.19%-484.5pp | 528.60%-512.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $716 | $603+18.7% | $932-23.2% | $2,631-72.8% |
| Participant deferral / active EE | $1,739 | $1,199+45.1% | $1,826-4.8% | $4,212-58.7% |
| Admin fee / account holder | $234 | $1,993-88.3% | $2,491-90.6% | $7,344-96.8% |