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 | $46,683 | $111,754-58.2% | $103,333-54.8% | $145,922-68.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.75% | 24.77%-11.0pp | 24.88%-11.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,824 | $4,212-56.7% | $3,868-52.8% | $4,660-60.9% |
| Participant deferral / active EE | $12,024 | $5,619+114.0% | $5,057+137.7% | $6,688+79.8% |
| Admin fee / account holder | $7 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |