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 5-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 | $18,675 | $74,888-75.1% | $71,209-73.8% | $142,382-86.9% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 18.57% | 345.14%-326.6pp | 282.51%-263.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $497 | $2,854-82.6% | $2,721-81.7% | $4,299-88.4% |
| Participant deferral / active EE | $847 | $4,454-81.0% | $4,175-79.7% | $6,507-87.0% |
| Admin fee / account holder | $45 | $5,568-99.2% | $5,349-99.2% | $12,624-99.6% |