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 | $19,387 | $117,983-83.6% | $101,794-81.0% | $142,382-86.4% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 16.67% | 36.92%-20.2pp | 30.53%-13.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,734 | $2,773-37.5% | $2,289-24.3% | $4,299-59.7% |
| Participant deferral / active EE | $5,876 | $4,714+24.7% | $4,084+43.9% | $6,507-9.7% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |