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 | $20,321 | $108,172-81.2% | $77,482-73.8% | $158,922-87.2% |
| Participation rate | 71.4% | 64.4%+7.0pp | 54.2%+17.2pp | 82.0%-10.5pp |
| Annual return | 21.77% | 31.67%-9.9pp | 54.79%-33.0pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,009 | $1,325-23.9% | $986+2.2% | $4,761-78.8% |
| Participant deferral / active EE | $6,421 | $2,456+161.4% | $1,861+245.0% | $5,982+7.3% |
| Admin fee / account holder | $91 | $3,708-97.5% | $2,858-96.8% | $11,246-99.2% |