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 | $17,814 | $115,770-84.6% | $101,248-82.4% | $158,922-88.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.14% | 56.14%-46.0pp | 46.47%-36.3pp | 302.83%-292.7pp |
| Employer contribution / active EE | $813 | $4,175-80.5% | $3,660-77.8% | $4,761-82.9% |
| Participant deferral / active EE | $8,476 | $4,957+71.0% | $4,370+93.9% | $5,982+41.7% |
| Admin fee / account holder | $201 | $7,245-97.2% | $5,945-96.6% | $11,246-98.2% |