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 9-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 | $7,294 | $74,888-90.3% | $71,209-89.8% | $142,382-94.9% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.1%+11.2pp |
| Annual return | 19.22% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $485 | $2,854-83.0% | $2,721-82.2% | $4,299-88.7% |
| Participant deferral / active EE | $1,175 | $4,454-73.6% | $4,175-71.9% | $6,507-81.9% |
| Admin fee / account holder | $99 | $5,568-98.2% | $5,349-98.2% | $12,624-99.2% |