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 | $18,006 | $148,534-87.9% | $135,903-86.8% | $139,434-87.1% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 23.21% | 79.19%-56.0pp | 68.23%-45.0pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,792 | $5,243-65.8% | $4,856-63.1% | $4,751-62.3% |
| Participant deferral / active EE | $3,705 | $8,100-54.3% | $7,758-52.2% | $6,710-44.8% |
| Admin fee / account holder | $67 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |